JP
JP

Jacqueline Postell

24 Years of Experience
St. Petersburg, FL
Broker

Jacqueline Postell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 24 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2022 - Present · 4 yrs 2 mos
Raymond James Financial Services, INC.
April 2022 - Present · 4 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2022 - Present · 4 yrs 3 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs 2 mos
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2010 - October 2017 · 7 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
December 2007 - October 2017 · 9 yrs 10 mos
Metlife Securities INC.Broker
October 2007 - November 2007 · 1 mo
J. B. Hanauer & CO.Broker
January 2007 - August 2007 · 7 mos
Morgan Keegan & Company, INC.Broker
September 2006 - January 2007 · 4 mos
Vision Investment Services, INC.Broker
September 2004 - May 2006 · 1 yr 8 mos
Northern Trust Securities, INC.Broker
November 2003 - May 2006 · 2 yrs 6 mos
Wachovia Securities Financial Network, LLCBroker
June 2003 - November 2003 · 5 mos
Raymond James Financial Services, INC.Broker
August 2002 - June 2003 · 10 mos
Raymond James & Associates, INC.Broker
December 2000 - July 2002 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.