Jeffrey Gant Ragland
Investment adviser representative at Raymond James Financial Services Advisors, Inc
23 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
23 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Alicorn Investment ManagementJun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- SmsNov 2024 to May 2025
- UnemployedMay 2024 to Nov 2024
- Fidelity Personal and Workplace AdvisorsJul 2018 to May 2024
- Strategic Advisers LLCAug 2010 to Jul 2018
- Fidelity Brokerage Services LLCFeb 2003 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (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
- 4763590
- Firm CRD
- 149018