Remi Jordan Calozza
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, Inc.Feb 2025 to now
- Mainspring Wealth AdvisorsFeb 2025 to now
- Raymond James Financial Services, Inc.Feb 2025 to now
- LPL Enterprise, LLCNov 2024 to Feb 2025
- CactusMay 2024 to Dec 2024
- Pruco Securities, Lpruco Securities, Llc.lc.May 2024 to Nov 2024
- Earl's Kitchen & BarMay 2021 to Jan 2024
- Washington State UniversityAug 2020 to May 2024
- Vivi PizzeriaAug 2019 to Jan 2021
- Farouche SalonJan 2019 to Jun 2020
- HomegrownMar 2018 to Oct 2018
- Woodinville High SchoolSep 2017 to Jun 2020
- Timbercrest Junior High SchoolFeb 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7954491
- Firm CRD
- 149018