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Eric William Wetmore

Investment adviser representative at Raymond James (USA) Ltd
10 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Raymond James (USA) Ltd.Jun 2019 to now
  2. Raymond James Ltd.Jun 2017 to now
  3. UnemployedMar 2017 to Jun 2017
  4. Echelon Wealth Partners Inc.Apr 2016 to Mar 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (CA).

Raymond James (USA) Ltd

$2BAssets managed
4,864Clients
122Advisers
15 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
7098434
Firm CRD
25853
Advisor's SEC record (opens in a new tab)
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