Araceli Trejo-rojo
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, IncMay 2024 to now
- All Seasons WealthJan 2023 to now
- Raymond James Financial Services, Inc.Dec 2022 to now
- Raymond James & Associates, Inc.Aug 2022 to Dec 2022
- Morgan StanleyMay 2022 to Aug 2022
- ReachersMay 2020 to Aug 2022
- University of South FloridaAug 2019 to May 2023
- Chick-fil-aJun 2018 to May 2020
- Strawberry Crest High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7525725
- Firm CRD
- 149018