Christopher James Stapleton

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:

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

Current Employers

Employment History

• 02/2024 → Present
  Raymond James Financial Services
  Westfield, NJ
• 08/2020 → 12/2023
  New Jersey National Golf Course
  Basking Ridge, NJ
• 06/2023 → 12/2023
  Academic Analytics
  N/A (Remote), XX
• 08/2022 → 05/2023
  Seton Hall University
  South Orange, NJ
• 05/2017 → 09/2019
  Loeffler Pools
  Basking Ridge, NJ
• 09/2023 → 11/2023
  Guideline Financial Strategies
  Edison, NJ
• 09/2016 → 06/2020
  Ridge High School
  Basking Ridge, NJ
• 07/2020 → 07/2020
  N/A
  Basking Ridge, NJ
• 09/2023 → 11/2023
  Gwn Securities
  Edison, NJ
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Westfield, NJ

Other Businesses

(1)Name of Business: Rabadeau Wealth Group Address: E. Broad Street, Westfield, NJ, 07090, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Taking incoming calls, creating client reviews, money movements, pulling reports for advisors, client service

Exams

• S66 Uniform Combined State Law Examination
  2024-05-20

Designations

• Certified Financial Planner

Other Names

• Chris Stapleton