Sharon Ann Kaylor
Investment adviser representative at Raymond James & Associates, Inc.
10 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
10 years in the industry.
- Raymond James & Associates, Inc.Jan 2024 to now
- Camp Coeur D'aleneApr 2020 to Jul 2020
- Erin Reeve & Associates FinancialNov 2019 to Jan 2024
- Raymond James Financial Services Advisors, Inc.Nov 2019 to Jan 2024
- Raymond James Financial Services, Inc.Nov 2019 to Jan 2024
- Reynolds Resorts dba Avila/psimo Beach KoaNov 2019 to Mar 2020
- Cascade Locks KoaMay 2019 to Sep 2019
- UnemployedFeb 2019 to Apr 2019
- Raymond James Financial Services Advisors Inc.Sep 2016 to Jan 2019
- Raymond James Financial Services IncAug 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
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
- 2508459
- Firm CRD
- 705