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Jennifer Oakland

21 Years of Experience
Fargo, ND
Broker

Jennifer Oakland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fargo, ND, 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

300 Np Avenue N, Suite 108, Fargo, ND, 58102

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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 works as an associate/employee providing support services to financial advisors at Collins and Krank since 2015. This takes about half of Jennifer's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2015 - Present · 11 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Morgan Stanley
October 2011 - May 2015 · 3 yrs 7 mos
Morgan StanleyBroker
October 2011 - May 2015 · 3 yrs 7 mos
Securities America Advisors, INC.
April 2011 - September 2011 · 5 mos
Securities America Advisors, INC.
August 2010 - December 2010 · 4 mos
Securities America, INC.Broker
October 2009 - September 2011 · 1 yr 11 mos
Investment Centers of America, INC.
March 2007 - September 2009 · 2 yrs 6 mos
Investment Centers of America, INC.Broker
July 2004 - September 2009 · 5 yrs 2 mos
State Registrations5 states
AZCAMNNDNE
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.