Christopher James Stapleton
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$390BFirm assets
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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, IncJun 2024 to now
- Raymond James Financial ServicesFeb 2024 to now
- Guideline Financial StrategiesSep 2023 to Nov 2023
- Gwn SecuritiesSep 2023 to Nov 2023
- Academic AnalyticsJun 2023 to Dec 2023
- Seton Hall UniversityAug 2022 to May 2023
- New Jersey National Golf CourseAug 2020 to Dec 2023
- N/aJul 2020 to Jul 2020
- Loeffler PoolsMay 2017 to Sep 2019
- Ridge High SchoolSep 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7810007
- Firm CRD
- 149018