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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

JESSICA LYNN RAUSCH

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Ponte Vedra, FL | SAINT PETERSBURG, FL

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Search this name across graphsid dfx:ria:9c45bc2c-8ead-c3dd-ce27-4b9e3d516c07

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Apr 6, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 26, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 26, 2010
First registration: Apr 6, 2010
Dual registered: yes, broker-dealer
Other names: JESSICA LYNN KAUFFMAN|JESSICA LYNN GARLOCK|JESSICA LYNN RAUSCH|Jessica L Rausch
IAPD individual key: 5730104

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Apr 14, 2026	n/a	yes	SAINT PETERSBURG, FL\|Ponte Vedra, FL	Current employment
MORGAN STANLEY	Wirehouse	Sep 18, 2024	Mar 31, 2026	no	Jacksonville, FL	Previous registration
WEALTHPLAN PARTNERS	Independent wealth	Jan 15, 2020	Sep 17, 2024	no	OMAHA, NE\|New York, NY	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	Feb 13, 2019	Jul 10, 2020	no	New York, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 21, 2015	Mar 10, 2017	no	NEW YORK, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Feb 19, 2013	Feb 25, 2014	no	WEST ORANGE, NJ\|SHORT HILLS, NJ\|LIVINGSTON, NJ	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 14, 2012	Feb 6, 2013	no	MILLBURN, NJ	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Apr 6, 2010	Apr 28, 2011	no	OMAHA, NE	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 31, 2026	Apr 14, 2026	14	Firm change	Wirehouse to ibd
WEALTHPLAN PARTNERS	MORGAN STANLEY	Sep 17, 2024	Sep 18, 2024	1	Firm change	RIA to wirehouse
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Jan 15, 2020	-177	Bulk transfer	RIA to RIA
STRATEGIC ADVISERS LLC	WEALTHPLAN PARTNERS	Mar 10, 2017	Feb 13, 2019	705	Firm change after gap	Ibd to RIA
WELLS FARGO ADVISORS	STRATEGIC ADVISERS LLC	Feb 25, 2014	Jan 21, 2015	330	Firm change	Wirehouse to ibd
STRATEGIC ADVISERS LLC	WELLS FARGO ADVISORS	Feb 6, 2013	Feb 19, 2013	13	Firm change	Ibd to wirehouse
RBC CAPITAL MARKETS, LLC	STRATEGIC ADVISERS LLC	Apr 28, 2011	Dec 14, 2012	596	Firm change after gap	Ibd to ibd

Relationships

Registered with (7)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Sep 18, 2024 to Mar 31, 2026factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jan 15, 2020 to Sep 17, 2024factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Feb 13, 2019 to Jul 10, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 21, 2015 to Mar 10, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Feb 19, 2013 to Feb 25, 2014factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Apr 6, 2010 to Apr 28, 2011factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
Jessica Lynn Rausch left Morgan Stanley for Raymond James Financial Services Advisors, Inc (registered 2026-04-14)
Form ADVobserved 5 days ago
Occurred
Sep 17, 2024
Advisor changed firm
Jessica Lynn Rausch left Wealthplan Partners for Morgan Stanley (registered 2024-09-18)
Form ADVobserved 5 days ago