Noah Matthew Oakes
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Morgan StanleyApr 2025 to May 2026
- Fidelity InvestmentsJun 2024 to Aug 2024
- Casey'sSep 2022 to May 2023
- Stadium Chair Co.May 2022 to Aug 2023
- Kansas State UniversityAug 2021 to May 2025
- WingstopNov 2020 to Aug 2021
- Coldstone CreameryAug 2019 to Nov 2020
- Olathe South High SchoolAug 2017 to May 2021
- Chisholm Trail Middle SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 8080069
- Firm CRD
- 149018