Jimmy Dean Epley
Investment adviser representative at Raymond James Financial Services Advisors, Inc
29 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
29 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2026 to now
- Raymond James Financial Services, Inc.Oct 2026 to now
- Jd's Wealth Management Group, LLC dba Jd's Tax-smart Wealth MgmtOct 2016 to now
- Cetera Investment Advisers LLCSep 2025 to Oct 2026
- Cetera Wealth Services, LLCSep 2025 to Oct 2026
- Church of Scientology NevadaDec 2018 to Oct 2020
- Avantax Advisory ServicesSep 2015 to Sep 2025
- Avantax Insurance Agency, LLCSep 2015 to Sep 2025
- Avantax Investment Services, Inc.Sep 2015 to Sep 2025
- H&r BlockJan 1997 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 4487842
- Firm CRD
- 149018