Marcus Andrew jacob Herman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 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
10 years in the industry.
- Raymond James Financial Services Advisors, Inc.Aug 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Nightwing Intelligence SolutionsMar 2024 to May 2026
- College for Financial PlanningOct 2023 to May 2025
- Raytheon TechnologiesApr 2022 to Mar 2024
- University of Central FloridaAug 2020 to Dec 2022
- Eastern Florida State CollegeAug 2018 to May 2020
- Bj's Wholesale ClubJul 2018 to Jul 2025
- Merritt Island High SchoolAug 2016 to Jun 2020
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
- 8255271
- Firm CRD
- 149018