Jaden Nicole Tate
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jun 2025 to now
- Raymond James Financial Services, Inc.Jun 2025 to now
- RBC Capital Markets, LLCMay 2024 to Jun 2025
- Cosmopolitan Hotel & CasinoAug 2023 to Aug 2025
- The Barbershop Cuts & CocktailsAug 2023 to Aug 2025
- Noblebridge WealthFeb 2023 to Jul 2023
- Mass Mutual Insurance CompanyMar 2022 to Feb 2023
- MML Investors Services, LLCMar 2022 to Feb 2023
- 7th & CarsonJan 2022 to Apr 2022
- VegenationAug 2021 to Aug 2023
- Thrivent Investment Management IncJun 2021 to Mar 2022
- United Parcel ServiceMay 2020 to Aug 2020
- Las Vegas Municipal Court HouseMay 2019 to Aug 2019
- Lil' Rebels SoftballMay 2018 to Aug 2018
- Seton Hall UniversityAug 2017 to May 2021
- Centennial High SchoolAug 2013 to May 2017
- Lil' Rebels SoftballFeb 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NV, 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
- 7251417
- Firm CRD
- 149018