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Jeannie Gravelle

Raymond James & Associates, INC.
21 Years of Experience
Columbia, SC
1 DisclosureBroker
View SEC Summary
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Jeannie Gravelle is a registered investment advisor at Raymond James & Associates, INC., based in Columbia, SC, with 21 years of industry experience. Jeannie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1230 Main Street, Suite 300, Columbia, SC, 29201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2017
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.
July 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - July 2021 · 5 mos
Truist Investment Services, INC.Broker
February 2021 - July 2021 · 5 mos
Bb&t Securities, LLCBroker
February 2017 - February 2021 · 4 yrs
Bb&t Securities, LLC
February 2017 - February 2021 · 4 yrs
Wells Fargo Clearing Services, LLC
June 2011 - February 2017 · 5 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
June 2011 - February 2017 · 5 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2011 · 2 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2011 · 2 yrs
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2004 - April 2007 · 2 yrs 5 mos
Morgan Stanley Dw INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
State Registrations10 states
COFLGANCOHOKSCTNVAWV
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.
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