Katrina B Timmons
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2026 to now
- Raymond James Financial Services, IncJan 2026 to now
- Raymond James & AssociatesAug 2023 to Dec 2025
- N/a | HomemakerJan 2022 to Aug 2023
- Pursuit Wealth ManagementJun 2020 to Jan 2022
- Kovack Advisor, Inc.May 2019 to Jun 2020
- Kovack Securities, Inc.May 2019 to Jun 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2016 to May 2019
- J.P. Morgan Securities LLCSep 2014 to Nov 2016
- JP Morgan Chase BankSep 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6103208
- Firm CRD
- 149018