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Taniese D Powell

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.

  1. Raymond James & Associates, Inc.Nov 2024 to now
  2. Wells Fargo AdvisorsNov 2022 to Nov 2024
  3. Wells Fargo BankMar 2022 to Nov 2022
  4. Loma SpaJun 2021 to Mar 2022
  5. De Anza CollegeJan 2021 to Mar 2022
  6. UnemployedJun 2020 to Jan 2021
  7. Officemax / OfficedepotMar 2020 to Jun 2020
  8. Six Flags Discovery KingdomOct 2019 to Jan 2020
  9. UnemployedJan 2014 to Oct 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7704709
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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