Jennifer Astles
Jennifer Astles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Concord, NC, with 20 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
Firm Size
IM Fee
Assets Under Management
Location
871 Church Street N, Fl 2, Concord, NC, 28025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is an independent coach for Optavia, a weight loss program, dedicating a few hours per week. She also works as an associate/employee for Pinnacle Asset Management, Pinnable Bank/Pinnacle Financial Partners, and Strategist Capital Advisors, spending about half her time or more on each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Uvest Financial Services Group, INC.Broker
State Registrations14 states
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