Iris Ivette Destephen
Investment adviser representative at Raymond James Financial Services Advisors, Inc
24 yearsExperience
2 statesRegistered 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
24 years in the industry.
- Pgw AdvisorsSep 2022 to now
- Raymond James Financial Services Advisors, Inc.Oct 2021 to now
- Raymond James Financial Services, Inc.Oct 2021 to now
- Providence Global Wealth LLCJun 2021 to now
- Fasarde LLCJul 2020 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Oct 2021
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
- Wachovia Bank, N.A.Jun 2002 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 4000108
- Firm CRD
- 149018