JB
JB

Jeanne Basso

26 Years of Experience
Brentwood, TN
Broker

Jeanne Basso is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, 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 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
Loading...

Location

100 Winners Circle, Suite 400, Brentwood, TN, 37027

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
New Edge Wealth
April 2024 - June 2024 · 2 mos
Raymond James & Associates, INC.
February 2013 - April 2024 · 11 yrs 2 mos
Raymond James & Associates, INC.Broker
February 2013 - April 2024 · 11 yrs 2 mos
Morgan Keegan & Company, INC.
June 2011 - February 2013 · 1 yr 8 mos
Morgan Keegan & Company, INC.Broker
June 2011 - February 2013 · 1 yr 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
April 2004 - June 2009 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
December 1998 - June 2009 · 10 yrs 6 mos
State Registrations1 state
TN
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.