Jennifer Small
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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
11 years in the industry.
- Raymond James & Associates, Inc.Jun 2026 to now
- Hightower Advisors, LLCAug 2025 to Apr 2026
- Charles Schwab & Co., Inc.Feb 2021 to Aug 2025
- Axiom LawSep 2020 to Feb 2021
- UnemployedOct 2019 to Aug 2020
- Cetera Financial Specialists LLCSep 2019 to Oct 2019
- Cetera Investment Advisers LLCSep 2019 to Oct 2019
- J.P Morgan Securities LLC.Jan 2017 to Sep 2019
- J.P. Morgan Chase Bank NAApr 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IL, NY).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 4952468
- Firm CRD
- 705