JL
JL

Jody Liljequist-Greuel

30 Years of Experience
Fargo, ND
Broker

Jody Liljequist-Greuel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fargo, ND, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1555 43rd Street S, Suite 103, Fargo, ND, 58103

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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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Other Business Activities

Jody is an officer (Treasurer and President) and owner of Markey & Associates, Inc. Jody spends minimal time on this support company, primarily paying bills.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
July 1995 - Present · 30 yrs 10 mos
State Registrations32 states
ALARAZCACOFLGAIAIDILINKSKYLAMDMNMOMTNDNENMNYOHOKORPASDTXUTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jody Liljequist-Greuel - Financial Advisor | TrueAdvisor