Madison Jayne Underwood
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 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
11 years in the industry.
- Raymond James Financial Services Advisors, IncJun 2026 to now
- Raymond James Financial Services, Inc.Apr 2026 to now
- Summit Financial GroupApr 2026 to now
- Hightower AdvisorsAug 2024 to Apr 2026
- Hightower Securities, LLCAug 2024 to Sep 2024
- Mercer AdvisorsJun 2021 to Jul 2024
- Robert Louis Stevenson SchoolAug 2018 to Jun 2021
- California State University Monterey BayAug 2015 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7985014
- Firm CRD
- 149018