Jeffrey Glenn Odum

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

• 12/1998 → 08/2018
  First Bank Insurance Services
  Paris, TN
• 04/1999 → 02/2018
  Invest Financial Corporation
  Lexington, TN
• 02/2018 → 01/2021
  Lpl Financial Llc
  Henderson, TN
• 01/2021 → Present
  Raymond James Financial Services, Inc.
  Lexington, TN
• 01/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Lexington, TN
• 01/2021 → Present
  Firstbank
  Lexington, TN
• 01/2021 → Present
  Fb Wealth Partners
  Lexington, TN
• 01/2021 → Present
  Firstbank Invesment Partners
  Lexington, TN

Previous Registrations

• 2018-02-14 → 2021-01-25
  Lpl Financial Llc
  Lexington, TN
  Henderson, TN
  Paris, TN
  Lexington, TN
• 2004-02-02 → 2018-02-14
  Invest Financial Corporation
  Lexington, TN
  Lexington, TN
  Lexington, TN
  Lexington, TN
  Lexington, TN
  Paris, TN
  Huntingdon, TN
  Henderson, TN
  Appleton, WI

Other Businesses

(1)Name of Business: FirstBank Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: FirstBank Invesment Partners Address: 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/20/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA (3) FirstBank Insurance Inc. 18 S Main St, Lexington, TN, 38351-2101, United States Activity Type: Non-variable Insurance, P/T: Agent, Investment Related: Yes, 01/20/2021, HPM: 2-10, HPM trd hrs: 2-10, Duties: Offer Non-variable Insurance (4) FB Wealth Partners, Lexington, TN, United States, Financial Advisor, Investment Related: No, Start Date: 01/20/2020

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-11

Other Names

• Jeff Odum