Jeri Richard, CEPA® AAMS®

Jeri Richard is a Financial Advisor and Investment Management Consultant at Raymond James & Associates, Inc., based in Portland, Oregon.35 She holds the designations of Certified Exit Planning Advisor (CEPA) and Accredited Asset Management Specialist (AAMS).34

Career Progression

Jeri's career path is quite interesting:

1. She started in retail operations during high school, eventually becoming a district manager overseeing 21 retail locations for a Fortune 500 company.1
2. After eight years in retail, she decided to change careers and went back to school, initially considering law.1
3. Through a friend, she was introduced to Raymond James and secured an operations role at a branch.1

Transition to Financial Services

At Raymond James, Jeri's career development included:

1. Earning her Series 7 license within her first year.1
2. Participating in the Registered Associate Mentoring Program (RAMP).1
3. Enrolling in the Advisor Mastery Program (AMP) after attending the 2016 Women's Symposium.1

Current Role and Responsibilities

As a Financial Advisor and Investment Management Consultant at Raymond James, Jeri:

1. Coordinates the team's marketing strategy at SKA Wealth Strategies.3
2. Provides wealth management services to clients, leveraging Raymond James' private wealth solutions platform.2
3. Serves as a member of the Raymond James Bank Private Client Banking Advisory Council.4

Jeri's expertise includes exit planning for business owners, as indicated by her CEPA designation.6 She works out of the Portland, Oregon office located at 5 SE Martin Luther King Jr. Blvd, Suite 600.5