Alexander James Waldron

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

• 05/2024 → Present
  Carver Financial Services, Llc
  Mentor, OH
• 05/2023 → 08/2023
  Carver Financial Services
  Mentor, OH
• 08/2020 → 05/2024
  The Ohio State Universtiy
  Columbus, OH
• 04/2017 → 08/2018
  Westwood Country Club
  Rocky River, OH
• 05/2018 → 05/2020
  Restoration Power Washing
  Bay Village, OH
• 05/2017 → 12/2019
  Auntie Anne's
  Westlake, OH
• 05/2022 → 08/2022
  Auntie Anne's
  Westlake, OH
• 08/2014 → 04/2017
  St Ignatius High School
  Bay Village, OH
• 05/2024 → Present
  Raymond James Financial Services, Inc.
  Mentor, OH
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Mentor, OH

Other Businesses

(1) Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Paraplanner

Exams

• S66 Uniform Combined State Law Examination
  2025-01-13

Other Names

• Alex Waldron