KD
KD

Kerri Donovan

12 Years of Experience
Boston, MA
Broker

Kerri Donovan is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 12 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

One International Place, Suite 2810, Boston, MA, 02110

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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.
November 2025 - Present · 6 mos
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
April 2019 - December 2024 · 5 yrs 8 mos
Mbsc Securities CorporationBroker
February 2017 - March 2018 · 1 yr 1 mo
J.P. Morgan Securities LLCBroker
November 2011 - April 2015 · 3 yrs 5 mos
State Registrations2 states
CTMA
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.