Carly Marie Jeavons is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with ROOT FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ROOT FINANCIAL PARTNERS, LLC | 2023-11-16 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2021-06-18 | 2023-10-18 | — |
| INTEGRATED WEALTH CONCEPTS LLC | 2021-03-18 | 2021-07-01 | — |
| LEVEL FOUR ADVISORY SERVICES, LLC | 2020-10-21 | 2021-02-26 | — |
| LPL FINANCIAL LLC | 2020-08-28 | 2020-10-19 | — |
| MADRID RETIREMENT ADVISORS | 2016-09-19 | 2019-02-04 | — |