Andrew Jennings Guthe

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

• 10/2023 → 05/2024
  New York Life Insurance Co.
  Charlotte, NC
• 05/2023 → 10/2023
  True Cotton
  Fort Mill, SC
• 10/2020 → 04/2023
  Mill River Community Church
  Fort Mill, SC
• 01/2005 → 09/2020
  Forest Hill Church
  Charlotte, NC
• 01/2024 → 05/2024
  Nylife Securities Llc
  Charlotte, NC
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Charlotte, NC
• 09/2024 → Present
  Raymond James Financial Services, Inc
  Charlotte, NC

Other Businesses

(1)Name of Business: Cygnus Asset Management Address: 6805 Carnegie Blvd Ste 380, Charlotte, NC, 28211-3575, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/13/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-24
• S63 Uniform Securities Agent State Law Examination
  2024-02-17

Other Names

• Andy Jennings Guthe