J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
4yrs
Lydia Ormsby
Full name on record: Lydia C Ormsby
Financial advisor at Raymond James Financial Services Advisors
Based in San Francisco, California, Lydia Ormsby is a fiduciary financial advisor with 4 years of industry experience. Lydia joined Raymond James Financial Services Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeSan Francisco, CA
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Lydia
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Lydia. San Francisco, CAOffice · Get directions LinkedIn pageRaymond James Financial Services AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Lydia
Tailored to Lydia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lydia
How do I contact Lydia?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Lydia Ormsby. Lydia works from the San Francisco, CA office.
How long has Lydia been a financial advisor?
Lydia has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Lydia hold?
Series 66. Tap any license on this page to see what it allows.
Is Lydia a fiduciary?
Lydia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lydia paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Lydia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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