JC
JC

Jennelle Chorak

21 Years of Experience
Pueblo, CO
Broker

Jennelle Chorak is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pueblo, CO, with 21 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

310 East Abriendo Avenue, Pueblo, CO, 81004

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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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Other Business Activities

Jennelle works as a financial advisor for Security Service FCU and assists clients with investments through Security Service Investment Group. Both activities are full-time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2015 - Present · 10 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
Cetera Investment Advisers LLC
January 2014 - November 2015 · 1 yr 10 mos
Cetera Investment Services LLCBroker
April 2010 - November 2015 · 5 yrs 7 mos
Cetera Investment Services LLC
April 2010 - January 2014 · 3 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Citigroup Global Markets INC.
July 2005 - June 2009 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
Wells Fargo Investments, LLC
July 2004 - July 2005 · 1 yr
Wells Fargo Investments, LLCBroker
April 2004 - July 2005 · 1 yr 3 mos
State Registrations43 states
AKALARAZCACOCTFLGAHIIAIDILINKSKYLAMAMDMIMNMOMSMTNCNENMNVNYOHOKORPASCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.