Patrick Peter Demers
Investment adviser representative at Raymond James & Associates, Inc.
37 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
37 years in the industry.
- Raymond James Financial Services, Inc.Jun 2019 to now
- Raymond James & Associates, Inc.Oct 2018 to now
- Raymond James & Assocaites, IncOct 2018 to now
- UnemployedJul 2017 to Oct 2018
- Fidelity Brokerage ServicesJul 2009 to Jun 2017
- National Financial Services CorporationFeb 1989 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1622194
- Firm CRD
- 705