JF
JF

Jaynie Fields

18 Years of Experience
Georgetown, TX
Broker

Jaynie Fields is a registered investment advisor at Raymond James & Associates, INC., based in Georgetown, TX, with 18 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
Loading...

Location

1104 S. Rock Street, Georgetown, TX, 78626

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2013 - Present · 12 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2008 - November 2013 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
February 2008 - November 2013 · 5 yrs 9 mos
State Registrations1 state
TX
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.
Jaynie Fields - Financial Advisor | TrueAdvisor