DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jamie Lynn Hogan
Raymond James Financial Services Advisors, IncBD affiliatedSaint Louis, Mo dual registrantIAPD 2953091
Feed of 09/14/2026
Also filed as Jamie Lynn Hogan
At current firm
5 y
since Oct 22, 2020
In the industry
28 y
since Apr 9, 1998 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Oct 22, 2020 · Saint Louise, Mo
- Raymond James & Associates, Inc. national BDMay 15, 2015 to Oct 21, 2020 · St Louis, Mo
- Everbank Wealth Management formerNov 22, 2010 to Jun 12, 2015 · St. Louis, Mo
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseFeb 6, 2006 to May 30, 2007 · Clayton, Mo
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to Raymond James Financial Services Advisors, Incleft Oct 21, 2020, registered Oct 22, 2020 (1 days) · Affiliated broker-dealer or bank to another · moved with a team
- Everbank Wealth Management to Raymond James & Associates, Inc.left Jun 12, 2015, registered May 15, 2015 (-28 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Everbank Wealth Managementleft May 30, 2007, registered Nov 22, 2010 (1272 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address