SJ
SJ

Suzanne Jenner

23 Years of Experience
Ketchum, ID
Broker

Suzanne Jenner is a registered investment advisor at Raymond James & Associates, INC., based in Ketchum, ID, 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

580 4th St, Suite 210, Ketchum, ID, 83340

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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 & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2018 - October 2021 · 3 yrs 1 mo
UBS Financial Services INC.
September 2018 - October 2021 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
July 2018 - August 2018 · 1 mo
Wells Fargo Clearing Services, LLC
July 2018 - August 2018 · 1 mo
Morgan Stanley
June 2009 - May 2018 · 8 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2018 · 8 yrs 11 mos
Citigroup Global Markets INC.
October 2002 - June 2009 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2002 - June 2009 · 6 yrs 10 mos
A. G. Edwards & Sons, INC.Broker
March 2002 - August 2002 · 5 mos
State Registrations10 states
AZCACODEGAIDILMINCSC
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.
Suzanne Jenner - Financial Advisor | TrueAdvisor