Shane Michael Edmondson
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Raymond James & Associates, Inc.Sep 2022 to now
- CitibankJul 2021 to Sep 2022
- AmazonJul 2019 to Jul 2021
- Olivetree Financial, LLCSep 2018 to Jul 2019
- AmazonApr 2018 to Oct 2018
- UnemployedOct 2017 to Apr 2018
- Deutsche Asset and Wealth ManagementJun 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 2283237
- Firm CRD
- 705