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Jeremy Charles Devin

Investment adviser representative at Raymond James Financial Services Advisors, Inc
19 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

19 years in the industry.

  1. Carillon Fund Distributors, Inc.Mar 2026 to now
  2. Raymond James Financial Services Advisors, IncApr 2022 to now
  3. Raymond James & Associates, Inc.Apr 2022 to now
  4. Raymond James Financial Services, Inc.Apr 2022 to now
  5. Morgan StanleyAug 2021 to Apr 2022
  6. Wise (transferwise)Nov 2018 to Jul 2021
  7. Self EmployedAug 2007 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
4133115
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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