Jennifer Lea Pals

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

• 02/1993 → 01/2024
  Garry Insurance Associates
  Sioux Falls, SD
• 10/2010 → 01/2024
  American Portfolios Financial Services
  Holbrook, NY
• 01/2024 → Present
  Raymond James & Associates, Inc
  Sioux Falls, SD

Previous Registrations

• 2011-02-02 → 2024-01-25
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2005-05-19 → 2010-10-05
  Eagle Strategies Llc
  Sioux Falls, SD
  Sioux Falls, SD

Other Businesses

(1)Name of Business: FAB5, LLC Address: 2904 S Ellis Road, Sioux Falls, SD, 57106, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/03/2020 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner; management of overall operations and employees (2)Name of Business: JLP Consulting, LLC Address: 5504 S Solono Ave, Sioux Falls, SD, 57108, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist elder couple with bill paying and overall management of their various properties

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-07
• S63 Uniform Securities Agent State Law Examination
  2003-03-17