JM
JM

Jennifer Mills

26 Years of Experience
Charleston, SC
Broker

Jennifer Mills is a registered investment advisor at Raymond James & Associates, INC., based in Charleston, SC, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

360 Concord Street, Suite 210, Charleston, SC, 29403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jennifer owns a rental property in Winter Park, CO, since 2015, which is managed by a property management company. She spends minimal time on this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2019 - Present · 7 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2013 - Present · 13 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
October 2002 - January 2013 · 10 yrs 3 mos
Painewebber IncorporatedBroker
August 2000 - February 2001 · 6 mos
J.C. Bradford & CO.Broker
January 1998 - August 2000 · 2 yrs 7 mos
State Registrations3 states
KSSCTX
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.