Ethan Stone Vanz
Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 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
12 years in the industry.
- Raymond James Financial Services Advisors, Inc.Jan 2026 to now
- Raymond James Financial Services, Inc.Jan 2026 to now
- Strategic Advisers LLCOct 2025 to Jan 2026
- Fidelity Brokerage Services LLCJun 2025 to Jan 2026
- UnemployedApr 2025 to Jun 2025
- Crest Hill Inc.Oct 2024 to May 2025
- UnemployedMay 2024 to Jun 2024
- Fidelity InvestmentsSep 2023 to Apr 2025
- University of Central FloridaAug 2023 to Apr 2025
- JPMorgan Chase & CoJul 2023 to May 2024
- R & M Umrao LLCSep 2021 to Jul 2023
- Valencia CollegeAug 2021 to Apr 2023
- Pga Tour SuperstoreMay 2021 to Sep 2021
- DogoodfarmsJan 2021 to May 2021
- UnemployedJan 2015 to Jan 2021
- Dr. Phillips High SchoolAug 2014 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8119335
- Firm CRD
- 149018