JR
CFP
JR
CFP

Jennifer Rumschlag-Mejia

18 Years of Experience
Southfield, MI
Broker

Jennifer Rumschlag-Mejia is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Southfield, MI, with 18 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

One Towne Square, Suite 240, Southfield, MI, 48076

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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

Jennifer is a partner and CFP/Financial Advisor at R2 Financial Planning, LLC. This takes about half of Jennifer's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2017 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.Broker
June 2007 - Present · 18 yrs 11 mos
State Registrations20 states
AZCACOCTFLGAILKYMDMIMONJNMNVNYOHOKTNVAWA
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.
Jennifer Rumschlag-Mejia - Financial Advisor | TrueAdvisor