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Shane Edmondson

16 Years of Experience
St. Petersburg, FL
Broker

Shane Edmondson is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
June 2025 - Present · 11 mos
Raymond James & Associates, INC.
December 2024 - Present · 1 yr 5 mos
Raymond James & Associates, INC.Broker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Olivetree Financial, LLCBroker
October 2018 - June 2019 · 8 mos
Lehman Brothers INC.Broker
July 1996 - March 2008 · 11 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1994 - June 1996 · 2 yrs 5 mos
Calvert Securities CorporationBroker
December 1992 - June 1993 · 6 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Shane Edmondson - Financial Advisor | TrueAdvisor