JP
JP

Jennifer Pals

23 Years of Experience
Sioux Falls, SD
Broker

Jennifer Pals is a registered investment advisor at Raymond James & Associates, INC., based in Sioux Falls, SD, with 23 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

5800 South Remington Place, Sioux Falls, SD, 57108

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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 is the owner of FAB5, LLC, managing overall operations and employees, and spends about 10-20% of her time on this. She also works for JLP Consulting, LLC, assisting an elderly couple with bill paying and property management, dedicating about 10-20% of her time.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 6 mos
Previous Registrations
American Portfolios Advisors, INC
February 2011 - January 2024 · 12 yrs 11 mos
American Portfolios Financial Services, INC.Broker
October 2010 - January 2024 · 13 yrs 3 mos
Eagle Strategies LLC
May 2005 - October 2010 · 5 yrs 5 mos
Nylife Securities LLCBroker
November 2002 - October 2010 · 7 yrs 11 mos
State Registrations1 state
SD
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.
Jennifer Pals - Financial Advisor | TrueAdvisor