Zane Ellis Eschbaugh
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
3 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Feb 2021 to now
- Raymond James Financial Services, Inc.Feb 2021 to now
- OhsaaNov 2014 to now
- Hall Financial AdvisorsMar 2019 to May 2023
- Hall Financial Advisors (wells Fargo)Mar 2019 to Feb 2021
- Wells Fargo Advisors Financial Network, LLCMar 2019 to Feb 2021
- Northwestern Mutual Investment Services LLCOct 2017 to Mar 2019
- Hall Financial LLCFeb 2017 to Sep 2017
- Wells Fargo Advisors Financial Network, LLCJan 2017 to Sep 2017
- JP Morgan SecuritiesNov 2016 to Dec 2016
- Northwestern Mutual Life Insurance Company/paul HensleyApr 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (OH, TX, WV).
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
- 6642087
- Firm CRD
- 149018