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Jodi Perry has been with Raymond James for over 21 years, and currently holds the position of Regional Director of the Southeast for Raymond James Financial Services Regional Management. Jodi is responsible for the oversight and growth of a geography that includes over 200 offices in Florida, Georgia, Mississippi, and Alabama that collectively oversee $25 billion in client assets.
Before stepping into the Regional Director role, Ms. Perry held multiple positions within Raymond James including: (1) Regional Director of the Southeast for the RJFS Business Development Division. Her responsibilities in Business Development included recruiting experienced advisors to join the firm and assisting them in meeting their goal of owning and operating their own business/practice. In addition to managing the team in her region, Jodi has been responsible for managing a team of 7 Business Development Specialists, who are the frontline in establishing initial prospect contacts for the Financial Services division; (2) Business Development Consultant, where she began recruiting advisors more than 9 years ago; (3) Internal Sales Manager and Internal Wholesaler for the Asset Management Services group for 6 years where she: hired, trained, and developed a successful team of 9 internal wholesalers and sales support professionals and successfully sold fee based products to advisors throughout the U.S.; (4) Pricing Supervisor (Operations), where she hired, trained, and supervised multiple employees overseeing the pricing of securities for the firm as well as assisted in contract negotiations with various pricing vendors throughout her 4 year tenure in the department.
Jodi holds a business degree from Eckerd College in St. Petersburg, Florida and is also a Worldwide Association of Business Coaches registered corporate coach. She also holds several licenses within the securities industry.
