JH
JH
Jessica Hall
21 Years of Experience
Birmingham, AL
3 DisclosuresBroker
Jessica Hall is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, 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 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
2900 Highway 280, Suite 100, Birmingham, AL, 35223
Get directionsHistory
Regulatory History (3)
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Customer Dispute
December 2023Denied
Customer Dispute
August 2020Closed-No Action
Customer Dispute
October 2018Denied
Other Business Activities
Jessica serves on the finance/investment committee for Grace, A United Methodist Congregation, assisting with budget approval and investment decisions. This requires minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
July 2021 - Present · 5 yrs
Raymond James & Associates, INC.
July 2021 - Present · 5 yrs
Previous Registrations
Bbva Securities INC.Broker
May 2013 - July 2021 · 8 yrs 2 mos
PNC Managed Account Solutions, INC.
October 2010 - July 2021 · 10 yrs 9 mos
St Johns Wealth Management
July 2010 - October 2010 · 3 mos
Bbva Compass Investment Solutions, INC.
August 2009 - March 2010 · 7 mos
Bbva Compass Investment Solutions, INCBroker
November 2004 - May 2013 · 8 yrs 6 mos
State Registrations11 states
ALAZCOFLGAILNHSCTNTXVT
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.