JR
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Jacob Rudolph
39 Years of Experience
Memphis, TN
1 DisclosureBroker
Jacob Rudolph is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 39 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
1100 Ridgeway Loop Road, Memphis, TN, 38120
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 1998Closed-No Action
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
April 2007 - February 2013 · 5 yrs 10 mos
Morgan Keegan & Company, INC.Broker
April 2007 - February 2013 · 5 yrs 10 mos
Citigroup Global Markets INC.
April 2004 - May 2007 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2001 - May 2007 · 6 yrs 1 mo
Morgan Keegan & Company, INC.Broker
October 1986 - April 2001 · 14 yrs 6 mos
State Registrations14 states
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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.