Jake A Szymanski

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Raymond James & Associates
  Saint Petersburg, FL
• 05/2024 → 07/2024
  Raymond James
  St. Petersburg, FL
• 05/2023 → 07/2023
  Raymond James
  Miami, FL
• 05/2021 → 05/2025
  Melting Pot Of Buffalo
  Buffalo, NY
• 02/2021 → 05/2021
  Route 78 Street Bar
  Lancaster, NY
• 01/2021 → 01/2021
  Panera Bred
  Williamsville, NY
• 06/2014 → 01/2021
  I Was Unemployed For This Period(I Was In High-School)
  Buffalo, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-01-27