Shelley-ann Ragoonanan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 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
17 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2022 to now
- Raymond James Financial Service Advisors, IncMar 2022 to now
- Raymond James Financial Services, IncMar 2022 to now
- Raymond James & Associates, Inc.Jan 2022 to now
- Ameriprise Financial Services, LLCJun 2021 to Oct 2021
- JPMorgan Chase BankMar 2020 to Jun 2021
- JPMorgan SecuritiesMar 2020 to Jun 2021
- AXA Advisors, LLC.Dec 2018 to Mar 2020
- Independent InvestorSep 2009 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
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
- 6911659
- Firm CRD
- 149018