Jerry Padilla
Investment adviser representative at Raymond James & Associates, Inc.
10 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
10 years in the industry.
- Matrix BiologicsAug 2026 to now
- Raymond James & Associates, Inc.Jul 2020 to now
- The Producer's Choice LLCJul 2020 to now
- UnemployedAug 2019 to Jul 2020
- Fidelity Brokerage Services LLCOct 2018 to Aug 2019
- Charles Schwab & Co., IncApr 2018 to Sep 2018
- Charles Schwab BankApr 2018 to Sep 2018
- Charles Schwab & Co., Inc.Oct 2017 to Mar 2018
- Charles Schwab BankOct 2017 to Mar 2018
- UnemployedJun 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 2944002
- Firm CRD
- 705