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Roger Veome

Investment adviser representative at Raymond James & Associates, Inc.
15 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

15 years in the industry.

  1. Raymond James & Associates, Inc.Sep 2022 to now
  2. Nuveen Asset Management, LLCJun 2021 to Sep 2022
  3. Nuveen Securities, LLCJun 2021 to Sep 2022
  4. Nuveen, a TIAA CompanyJun 2020 to Aug 2020
  5. Rose Paving and Merit CapitalMay 2019 to Aug 2019
  6. Mount Carmel CemeteryJun 2018 to Aug 2018
  7. Villanova UniversityAug 2017 to May 2021
  8. Mount Carmel CemeteryJun 2017 to Aug 2017
  9. SchoolJan 2011 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, 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
7252595
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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