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CFP
JG
CFP

Jamie Gibson

Raymond James Financial Services Advisors, INC
30 Years of Experience
Troy, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jamie Gibson is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 30 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

101 W. Big Beaver Road, Suite 1400, Troy, MI, 48084

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jamie is involved in several business activities, including being the CEO of 401MAX, owning DCG Holdings LLC (rental properties), and providing tax preparation and paralegal services. Jamie also owns The Gibson Agency, Inc., where he acts as the sole insurance agent.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2016 - Present · 10 yrs 6 mos
Raymond James Financial Services, INC.Broker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2010 - April 2016 · 6 yrs
Cetera Advisor Networks LLCBroker
September 2001 - April 2016 · 14 yrs 7 mos
Financial Network Investment CorporationBroker
May 1999 - September 2001 · 2 yrs 4 mos
PFS Investments INC.Broker
August 1996 - May 1999 · 2 yrs 9 mos
State Registrations30 states
ALAZCACOCTDEFLGAHIILINMAMDMIMNMSNCNJNMNYOHPASCTNTXUTVAVTWAWI
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.
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