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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
FL RA APPROVED 2025-04-10
  • FL RA
    APPROVED
    Since 2025-04-10

Branch Locations

1400 W. Fairbanks Ave Suite 104, Winter Park, FL 32789 • 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
Universal Studios Orlando FL 05/2017 08/2017
Berry College Mt. Berry GA 08/2016 03/2020
Vaxcare Corporation Orlando FL 07/2020 06/2023
Raymond James Financial Services, Inc. Winter Park FL 06/2023 Present
Unemployed Orlando FL 03/2020 06/2020
Raymond James Financial Services Advisors, Inc Winter Park FL 04/2025 Present
  • 05/2017 → 08/2017
    Universal Studios
    Orlando, FL
  • 08/2016 → 03/2020
    Berry College
    Mt. Berry, GA
  • 07/2020 → 06/2023
    Vaxcare Corporation
    Orlando, FL
  • 06/2023 → Present
    Raymond James Financial Services, Inc.
    Winter Park, FL
  • 03/2020 → 06/2020
    Unemployed
    Orlando, FL
  • 04/2025 → Present
    Winter Park, FL
Other Businesses

McKeever & Associates, Inc. Wealth Management; not investment related; Winter Park, FL; support company/DBA; Registered Associate; Started 06/2023; 0hrs/month; 0hrs/month during trading hours; Support Staff

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
  • S66 Uniform Combined State Law Examination
    2025-03-04

View on SEC IAPD

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