JT
JT

Jessica Thompson

28 Years of Experience
Orlando, FL
1 DisclosureBroker

Jessica Thompson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Orlando, FL, with 28 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

3801 Avalon Park East Blvd, Suite 350B, Orlando, FL, 32828

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History

Regulatory History (1)
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Customer Dispute
October 2024
Denied
Other 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
March 2011 - Present · 15 yrs 4 mos
Raymond James Financial Services, INC.Broker
February 2011 - Present · 15 yrs 5 mos
Raymond James Financial Services, INC.
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Edward Jones
March 2007 - February 2011 · 3 yrs 11 mos
Edward JonesBroker
November 1997 - February 2011 · 13 yrs 3 mos
State Registrations21 states
ALCODCFLGAILLAMAMEMNMONCNJNVSCSDTNTXVAWAWV
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.
Jessica Thompson - Financial Advisor | TrueAdvisor