Janet Elizabeth Davis
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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 Financial Services Advisors, Inc.Sep 2026 to now
- Raymond James Financial Services, Inc.Sep 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Sep 2026
- Park Place Christian ChurchSep 2019 to Mar 2020
- UnemployedApr 2019 to Aug 2019
- Health Care Service Corp (dba Blue Cross Blue Shield Texas)Jan 2019 to Apr 2019
- UnemployedOct 2018 to Jan 2019
- Town of PinevilleJan 2018 to Oct 2018
- UnemployedJun 2016 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2002
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 2814152
- Firm CRD
- 149018