Emily Claire Pearson
Investment adviser representative at Raymond James & Associates, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Raymond James & Associates, Inc.Oct 2024 to now
- UnemployedSep 2024 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2021 to Sep 2024
- Norc At the University of ChicagoAug 2021 to Nov 2021
- UnemployedJul 2021 to Aug 2021
- Norc At the University of ChicagoMar 2021 to Jul 2021
- Regenxbio, Inc.May 2020 to Aug 2020
- Regenxbio, Inc.Jun 2019 to Aug 2019
- The George Washington UniversityAug 2017 to May 2021
- Tripp Financial Consultants, Inc.Aug 2016 to Aug 2018
- Urbana High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 6988534
- Firm CRD
- 705