Jaryd Edward Hartzell
Investment adviser representative at Raymond James & Associates, Inc.
12 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
12 years in the industry.
- Jaryd Hartzell, Lacrosse RefereeNov 2024 to now
- Raymond James & Associates, Inc.Oct 2024 to now
- Equitable Advisors, LLCFeb 2023 to Oct 2024
- UnemployedJan 2023 to Feb 2023
- Related Management CompanyFeb 2022 to Dec 2022
- UnemployedJan 2022 to Feb 2022
- Staff Managment, Simox SolutionsJan 2021 to Jun 2021
- North Penn Water AuthorityJun 2020 to Aug 2020
- True LacrosseJun 2019 to Jul 2019
- Centenary UniversityJan 2019 to Dec 2021
- University of the Sunshine CoastJul 2018 to Dec 2018
- Catholic Charities of the Archdiocese of ChicagoJul 2017 to Jul 2019
- Goucher CollegeAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7703691
- Firm CRD
- 705