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Kevon Khalil Musgrove

Investment adviser representative at Raymond James Financial Services Advisors, Inc
9 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

9 years in the industry.

  1. Raymond James Financial Services Advisors, IncDec 2023 to now
  2. Keybridge Wealth ManagementDec 2023 to now
  3. Raymond James Financial Advisors, Inc.Dec 2023 to now
  4. Raymond James Financial Services, Inc.Dec 2023 to now
  5. Lowe'sNov 2023 to Dec 2023
  6. Trinity Wealth Securities, LLCFeb 2023 to Nov 2023
  7. Florida Financial AdvisorsNov 2022 to Nov 2023
  8. FastenalJun 2022 to Aug 2022
  9. T-mobileFeb 2021 to Jul 2021
  10. Jll Industrial MarketApr 2020 to Aug 2020
  11. Gettysburg CollegeAug 2018 to May 2022
  12. Clearwater Central Catholic High SchoolAug 2014 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022
  • Series 63 · Uniform Securities Agent State Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
7666786
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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