# Carly Marie Jeavons

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ROOT FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/290289) | 2023-11-16 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2021-06-18 | 2023-10-18 | — |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2021-03-18 | 2021-07-01 | — |
| [LEVEL FOUR ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/134086) | 2020-10-21 | 2021-02-26 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2020-08-28 | 2020-10-19 | — |
| [MADRID RETIREMENT ADVISORS](https://search.stillhousedata.com/firm/172464) | 2016-09-19 | 2019-02-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6597513)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6597513.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.