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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-05-16
WA RA APPROVED 2022-05-05
  • TX RA
    APPROVED_RES
    Since 2022-05-16
  • WA RA
    APPROVED
    Since 2022-05-05

Branch Locations

Lake Stevens, WA • United States

417 Maple Ave, Snohomish, WA 98290 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 04/2018 05/2022
New Day Community Counseling, Llc Granite Falls WA 07/2015 04/2018
Schultz Financial Partners Llc Snohomish WA 05/2022 Present
Raymond James Financial Services, Inc Snohomish WA 05/2022 Present
Raymond James Financial Services Advisors, Inc Snohomish WA 05/2022 Present
N/A Mukilteo WA 05/2023 05/2025
  • 04/2018 → 05/2022
    St Louis, MO
  • 07/2015 → 04/2018
    New Day Community Counseling, Llc
    Granite Falls, WA
  • 05/2022 → Present
    Schultz Financial Partners Llc
    Snohomish, WA
  • 05/2022 → Present
    Raymond James Financial Services, Inc
    Snohomish, WA
  • 05/2022 → Present
    Snohomish, WA
  • 05/2023 → 05/2025
    N/A
    Mukilteo, WA
Previous Registrations
  • 2018-08-02 → 2022-05-06
    Granite Falls, WA
    St Louis, MO
    Lake Stevens, WA
    Snohomish, WA
Other Businesses

(1)Name of Business: Schultz Financial Partners, LLC Address: 417 Maple Ave, Snohomish, WA, 98290-2503, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/05/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/Financial Advisor in charge of maintaining the business licenses and all excise taxes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-01
  • S66 Uniform Combined State Law Examination
    2018-08-01
Other Names
  • Krystal Ashley Favrow

View on SEC IAPD

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