JC
CFP
JC
CFP

J Chick

27 Years of Experience
Fort Worth, TX
2 DisclosuresBroker

J Chick is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Worth, TX, with 27 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

2974 Park Hill Drive, Fort Worth, TX, 76109

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History

Regulatory History (2)
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
May 2010
Denied
Customer Dispute
November 2008
Denied
Other Business Activities

J. is an independent contractor and managing partner at Park Hill Financial Services, offering financial products. J. also co-owns a pet supply store, owns a building rented to the pet store, and houses passive investments in an LLC, all of which take minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2022 - Present · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Edward Jones
January 2007 - August 2022 · 15 yrs 7 mos
Edward JonesBroker
January 1999 - August 2022 · 23 yrs 7 mos
State Registrations29 states
ALARAZCACOCTDCFLGAHIINKSKYLAMAMDMNMOMSNENJNMNYOHOKPASCTXWA
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.