JV
JV
Jessica Valera
24 Years of Experience
Coral Gables, FL
1 DisclosureBroker
Jessica Valera is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, 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 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
2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2011Settled
Other Business Activities
Jessica is a real estate agent with Universal 1 Realty since 2019. She dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2018 - Present · 7 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Safra Securities LLCBroker
September 2013 - September 2018 · 5 yrs
Hsbc Securities (USA) INC.
December 2007 - July 2013 · 5 yrs 7 mos
Hsbc Securities (USA) INC.Broker
January 2005 - July 2013 · 8 yrs 6 mos
Hsbc Brokerage (USA) INC.Broker
February 2002 - January 2005 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
April 2001 - August 2001 · 4 mos
State Registrations8 states
CADEFLILMANJSDTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.