Unclaimed Profile

Jodi Lynn Perry

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·SAINT PETERSBURG, Florida

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

880 CARILLON PARKWAY, SAINT PETERSBURG, FL 33716CRD# 2467310Firm CRD# 149018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jodi Lynn Perry · SAINT PETERSBURG, FL

Registration

CRD #2467310 · RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Brand Profile

Not yet started

Disclosure history

11 disclosures on file · See FINRA BrokerCheck for full record

About

Jodi Lynn Perry is a registered financial advisor based in SAINT PETERSBURG, Florida, affiliated with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AUM

$344.9B

Regulatory assets under management

Employees

6727

Total firm employees

View all advisors at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: PER PARTICIPANT (ERISA)

Regulatory

SEC/IARD CRD# 2467310

Firm CRD# 149018

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jodi Lynn Perry offer?

Jodi Lynn Perry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT PETERSBURG, Florida for a consultation.

What are Jodi Lynn Perry's credentials?

Jodi Lynn Perry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jodi Lynn Perry located?

Jodi Lynn Perry is based in SAINT PETERSBURG, Florida, working with RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. Their office serves clients in the SAINT PETERSBURG metropolitan area and surrounding communities.

How does Jodi Lynn Perry charge for services?

Jodi Lynn Perry's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: per participant (erisa). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC?

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC has approximately 6727 employees and manages $344.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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