Eva Renee Newbold

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

• 04/2012 → 11/2016
  Wells Fargo Advisors Llc
  Nashville, TN
• 11/2016 → 11/2018
  Wells Fargo Clearing Services, Llc
  Nashville, TN
• 11/2018 → 12/2025
  Raymond James & Associates, Inc
  Franklin, TN
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Joelton, TN
• 01/2026 → Present
  Raymond James Financial Services Advisory, Inc.
  Joelton, TN

Previous Registrations

• 2018-12-05 → 2025-12-31
  Raymond James & Associates, Inc.
  Joelton, TN
  St. Petersburg, FL
  Franklin, TN
• 2015-03-02 → 2018-11-26
  Wells Fargo Clearing Services, Llc
  Nashville, TN
  Brentwood, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-28
• S63 Uniform Securities Agent State Law Examination
  1999-11-02

Other Names

• Eva Renee Newbold
• Eva Renee Roberts
• Renee Newbold