JB
Justyna Z. Barczynska
RAYMOND JAMES INVESTMENT MANAGEMENT
Jupiter, FL
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CRD#: 4705571
JB
Professional summary
Justyna Zuzanna Barczynska is a registered financial advisor currently at RAYMOND JAMES INVESTMENT MANAGEMENT located in Jupiter, Florida and CARILLON FUND DISTRIBUTORS, INC. located in St. Petersburg, Florida.
Justyna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Justyna has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Justyna Zuzanna Barczynska's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 14, 2018 - Present
RAYMOND JAMES INVESTMENT MANAGEMENT
Office #2: 880 Carillon Parkway, St. Petersburg, FL 33716RIA
CRD#: 174904
Jupiter, FL
Current
April 9, 2018 - Present
CARILLON FUND DISTRIBUTORS, INC.
Office #1: 880 Carillon Parkway, St. Petersburg, FL 33716BD
CRD#: 139749
St. Petersburg, FL
Past
March 11, 2004 - March 2, 2018
LORD, ABBETT & CO. LLC
RIA
CRD#: 110391
JERSEY CITY, NJ
Past
September 24, 2003 - March 2, 2018
LORD ABBETT DISTRIBUTOR LLC
BD
CRD#: 530
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RJ
RAYMOND JAMES INVESTMENT MANAGEMENT
CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT
CRD#: 174904 / SEC#: 801-100356
RIA
Registered Investment Advisory firm - (7/6/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/12/2018)
RR
Alaska(4/12/2018)
RR
Arizona(4/12/2018)
RR
Arkansas(4/12/2018)
RR
California(4/12/2018)
RR
Colorado(4/12/2018)
RR
Connecticut(4/12/2018)
RR
Delaware(4/12/2018)
RR
District of Columbia(4/12/2018)
RR
Florida(4/9/2018)
IAR
Florida(6/14/2018)
RR
Georgia(4/12/2018)
RR
Hawaii(4/12/2018)
RR
Idaho(4/12/2018)
RR
Illinois(4/12/2018)
RR
Indiana(4/12/2018)
RR
Iowa(4/12/2018)
RR
Kansas(4/12/2018)
RR
Kentucky(4/12/2018)
RR
Louisiana(4/12/2018)
RR
Maine(4/12/2018)
RR
Maryland(4/12/2018)
RR
Massachusetts(4/12/2018)
RR
Michigan(4/12/2018)
RR
Minnesota(4/12/2018)
RR
Mississippi(4/12/2018)
RR
Missouri(4/12/2018)
RR
Montana(4/12/2018)
RR
Nebraska(4/12/2018)
RR
Nevada(4/12/2018)
RR
New Hampshire(4/12/2018)
RR
New Jersey(4/9/2018)
RR
New Mexico(4/12/2018)
RR
New York(4/12/2018)
RR
North Carolina(4/12/2018)
RR
North Dakota(4/12/2018)
RR
Ohio(4/12/2018)
RR
Oklahoma(4/12/2018)
RR
Oregon(4/12/2018)
RR
Pennsylvania(4/12/2018)
RR
Rhode Island(4/12/2018)
RR
South Carolina(4/12/2018)
RR
South Dakota(4/12/2018)
RR
Tennessee(4/12/2018)
RR
Texas(4/12/2018)
RR
Utah(4/12/2018)
RR
Virginia(4/12/2018)
RR
Washington(4/12/2018)
RR
West Virginia(4/12/2018)
RR
Wisconsin(4/12/2018)
RR
Wyoming(4/12/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RJ
RAYMOND JAMES INVESTMENT MANAGEMENT
CARILLON TOWER ADVISERS, INC. | RAYMOND JAMES INVESTMENT MANAGEMENT
CRD#: 174904 / SEC#: 801-100356
RIA
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Contact information
Main Address
780 Carillon Parkway, St Petersburg, FL 33716
Mailing Address
880 Carillon Parkway, St Petersburg, FL 33716
Phone number
(800) 521-1195
Established
Firm type
Fiscal year end
# of Employees
173
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 16,378,977,378 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
