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Samuel Chastain

Investment adviser representative at Raymond James & Associates, Inc.
10 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

10 years in the industry.

  1. Raymond James & Associates, Inc.Aug 2026 to now
  2. Cyberkeep SolutionsSep 2025 to Jul 2026
  3. J.P. Morgan Securities LLCOct 2023 to Aug 2026
  4. JPMorgan Chase Bank, N.A.Oct 2023 to Aug 2026
  5. Teacher's Retirement System of LouisianaJun 2023 to Oct 2023
  6. Pacific Investment Management Company LLCJul 2020 to May 2023
  7. Pimco Investments LLCJul 2020 to May 2023
  8. Louisiana State Employee's Retirement SystemMay 2018 to Jun 2020
  9. Hong Kong Polytechnic UniversityAug 2017 to Dec 2017
  10. Louisiana State UniversityAug 2016 to May 2020
  11. Lsu Dept of ManagementAug 2016 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

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
7288681
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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