Jerod Daniel Allen
Financial advisor at Raymond James Financial Services Advisors, Inc · Raleigh, NC
Last updated 2026-10-10
Claim your profileJerod Daniel Allen is a financial advisor at Raymond James Financial Services Advisors, Inc in Raleigh, NC, CRD 5976194. Licenses and exams on the registration: Series 63, Series 66. First registered 2015-08-05.
Registration
- CRD number
- 5976194
- Registration status
- Active
- First registered
- 2015-08-05
- Years of experience
- 13
- States registered
- NC
Licenses and exams
- Series 63
- Series 66
Work history
- 2013-04 to 2021-09 · Wells Fargo Bank NA · Cary, NC
- 2013-04 to 2021-09 · Wells Fargo Clearing Services, LLC · Cary, NC
- 2022-05 to Present · Raymond James Financial Services, Inc. · Raleigh, NC
- 2021-09 to Present · Pinnacle Financial Partners/pinnacle Bank · Raleigh, NC
- 2022-05 to Present · Raymond James Financial Services Advisors, Inc. · Raleigh, NC
Current employment
- Raymond James Financial Services Advisors, Inc · Saint Petersburg, FL
Raymond James Financial Services Advisors, Inc
- Regulatory AUM
- $390,042,864,529
- Registered advisors
- 6,739
- Offices
- 4,986
- Clients per advisor
- 75.4 (Moderate)
- Average AUM per client
- $767.1K (Low)
- High-net-worth client ratio
- 18.0% (Moderate)
Raymond James Financial Services Advisors, Inc: advisors, services and reported ETF investments
What this firm offers
Filed by Raymond James Financial Services Advisors, Inc on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Municipal Advisor
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or Syndicator of Limited Partners
Location
3515 Glenwood Avenue, Raleigh, NC 27612
4 advisors at this office.
Contact
The firm's filed contact details.
Official record
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