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Elodie I Johnson

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.

  1. Raymond James Financial Services Advisors, Inc.Dec 2025 to now
  2. Raymond James Financial ServicesJan 2024 to now
  3. Raymond James & Associates, Inc.Sep 2022 to now
  4. Christopher D CarlsonNov 2021 to Aug 2022
  5. Aleksander Stevan MiskovAug 2021 to Aug 2022
  6. Brian Joel BlasczykAug 2021 to Aug 2022
  7. John R GlowackiAug 2021 to Aug 2022
  8. Scott SchwertfegerAug 2021 to Aug 2022
  9. Scott BugalskiMar 2021 to Aug 2022
  10. Christopher FugmanJun 2019 to Aug 2022
  11. Northwestern Mutual Wealth Management CompanyMar 2017 to Aug 2022
  12. Scott Michael MilaFeb 2017 to Aug 2022
  13. Northwestern Mutual Investment Services LLCSep 2016 to Aug 2022
  14. Steve H. HolterSep 2016 to Feb 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
4137342
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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