Chase Douglas Mclendon
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Apr 2022 to now
- Raymond James Financial Services, Inc.Apr 2022 to now
- Florida Financial AdvisorsSep 2020 to Mar 2022
- Trinity Wealth Securities L.L.CSep 2020 to Mar 2022
- American Automobile AssociationMay 2019 to Aug 2019
- CelineApr 2018 to Jul 2019
- Ultimate StaffingMay 2017 to Aug 2017
- University of Central FloridaAug 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7293460
- Firm CRD
- 149018