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Amanda Jean Poland

Raymond James Investment Management

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About Amanda Jean Poland

Amanda Poland is a financial advisor with Raymond James Investment Management. Amanda has been working in the financial services industry since June 22, 2011. Amanda is registered with FINRA and the state of Colorado. Amanda specializes in providing financial advice to individual investors, investment companies, and pooled investment vehicles. Amanda has a strong background in investments, and is committed to providing her clients with the highest level of service.

Firm Information

Amanda Poland is currently registered with Raymond James Investment Management. Raymond James Investment Management is an investment advisor registered with the SEC. The firm, headquartered in ST PETERSBURG, FL, has 93 employees and manages approximately $16,378,977,378 in regulatory assets under management. They offer portfolio management services for individuals, investment companies, and pooled investment vehicles. Their client base includes investment companies, pooled investment vehicles, and high-net-worth individuals.
Raymond James Investment Management

780 CARILLON PARKWAY

ST PETERSBURG, FL 33716

$16.38B

Assets Under Management

Not reported

Total Clients

20

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Amanda Poland’s Registration & Firm History

FL

09/22/2020 - Present

Raymond James Investment Management (ST PETERSBURG FL)

CO

10/06/2014 - 10/15/2018

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

08/19/2008 - 12/16/2011

DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)

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Licenses & Designations

BOTH

Issued 09/14/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Jean Poland.
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