# Jimmy Ray

Jimmy Ray is an investment adviser representative (IAR) with state registration records since 2020, appearing at 6 firms. Currently registered with FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC.](https://search.stillhousedata.com/firm/154136) | 2025-10-27 | present | Yes |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2025-06-05 | 2025-10-07 | — |
| [CORE PLANNING, LLC](https://search.stillhousedata.com/firm/154660) | 2024-02-26 | 2025-05-28 | — |
| [THRIVENT INVESTMENT MANAGEMENT INC.](https://search.stillhousedata.com/firm/18387) | 2023-06-01 | 2023-10-13 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2021-08-10 | 2023-05-26 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2020-01-10 | 2021-07-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/7183928)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/7183928.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.