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Jennifer Bruzas

Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 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

21 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Mar 2018 to now
  2. Raymond James & AssociatesFeb 2018 to now
  3. Raymond James Financial Services, Inc.Feb 2018 to now
  4. Sii InvestmentsSep 2005 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2011

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
5044566
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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