Carl John Boomhower
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$390BFirm assets
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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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Nov 2020 to now
- Raymond James Financial Services, Inc.Nov 2020 to now
- Bank of America, N.A.Feb 2018 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2017 to Nov 2020
- Northwestern Mutual Wealth Management CompanyJul 2017 to Sep 2017
- Northwestern Mutual Investment Services LLCSep 2016 to Sep 2017
- Northwestern Mutual Life Insurance CompanyJun 2016 to Sep 2017
- Montclair State UniversitySep 2013 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6665574
- Firm CRD
- 149018