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Jennifer Sturm

23 Years of Experience
Jacksonville, FL
Broker

Jennifer Sturm is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, 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

245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202

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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

Jennifer owns rental property and collects rent. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2022 - Present · 4 yrs
Raymond James & Associates, INC.Broker
May 2022 - Present · 4 yrs
Previous Registrations
PNC Investments
August 2021 - May 2022 · 9 mos
PNC InvestmentsBroker
August 2021 - May 2022 · 9 mos
PNC Managed Account Solutions, INC.
February 2017 - August 2021 · 4 yrs 6 mos
Bbva Securities INC.Broker
May 2013 - August 2021 · 8 yrs 3 mos
Bbva Compass Investment Solutions, INCBroker
January 2005 - May 2013 · 8 yrs 4 mos
Southtrust Securities, LLCBroker
November 2002 - January 2005 · 2 yrs 2 mos
State Registrations13 states
CTFLGAIANCNJOHOKSCTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.