Jeryl Ann Strauss

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

• 08/2016 → 06/2018
  Stock Yards Brokerage Services
  Louisville, KY
• 08/2016 → Present
  Raymond James Financial Services, Inc.
  Louisville, KY
• 08/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Louisville, KY
• 08/2016 → Present
  Stock Yards Bank
  Louisville, KY

Previous Registrations

• 2014-05-02 → 2016-08-11
  Morgan Stanley
  Louisville, KY
• 2004-01-08 → 2014-05-12
  Ubs Financial Services Inc.
  Louisville, KY
  Louisville, KY
  Louisville, KY

Other Businesses

(1)Name of Business: Stock Yards Bank & Trust Address: 1040 E Main St, Louisville, KY, 40206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/07/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Services Area Asst. Operations Manager (2)Name of Business: Stock Yards Financial Services Address: 1040 East Main Street, Louisville, KY, 40206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/25/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Asst. Operations Manager, CSA (3)Name of Business: Stock Yards Investment Services Address: 1040 E Main St, Louisville, KY, 40206, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Series 9/10, assistant operations manager

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-03-14

Other Names

• Jeryl Fischer
• Jeri Fischer
• Jeri Strauss
• Jeri Ann Strauss