Paul Joseph Greyson
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
2 statesRegistered in
$501BFirm assets
51 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 feeCommissions
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
10 years in the industry.
- Raymond James & Associates, Inc.Apr 2026 to now
- Bank of America, N.A.Feb 2023 to Apr 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Apr 2026
- Lmtd Asset Management, LLCOct 2020 to Dec 2022
- Morgan StanleyJun 2019 to Oct 2020
- Northwestern UniversitySep 2018 to Jun 2019
- Morgan StanleyJun 2018 to Sep 2018
- Northwestern UniversitySep 2017 to Jun 2018
- Fallon NYJul 2017 to Sep 2017
- Group Nine MediaJun 2017 to Aug 2017
- Northwestern UniversitySep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6950872
- Firm CRD
- 705