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.

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

Dec 23, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Dec 23, 2003

First registration

Apr 13, 2009

Dual registered

yes, broker-dealer

Other names

JOSE RENE VELEZ|JOE R VELEZ|JOSE R VELEZ

IAPD individual key

4731586

• Occurred

  Aug 31, 2026
  Advisor changed firm

  Jose Rene Velez left Raymond James & Associates, Inc. for Raymond James Financial Services Advisors, Inc (registered 2026-09-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:afa48dba-bcc1-07cd-fdd9-29d91ba66e63

First observed

Apr 13, 2009

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.