Jessica Thompson
Jessica Thompson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 28 years of industry experience. Jessica 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
3801 Avalon Park East Blvd, Suite 350B, Orlando, FL, 32828
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business Activities
Jessica is an owner of Foundations Financial Partners, a support company for CDFA, dedicating minimal time. She is also a Certified Divorce Financial Analyst with Orlando Divorce Planning, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations22 states
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
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