JB
ChFC
JB
ChFC

Jasmine Bilderback

8 Years of Experience
Lubbock, TX
Broker

Jasmine Bilderback is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lubbock, TX, with 8 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

6309 79th Street, Lubbock, TX, 79424

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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

Jasmine works as an investment assistant for JSW Advisory Group since 2020, dedicating about half of her time to this role. She spends over 41 hours per month on these duties during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2024 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 7 mos
Previous Registrations
LPL Financial LLC
July 2019 - February 2024 · 4 yrs 7 mos
LPL Financial LLCBroker
December 2018 - February 2024 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - September 2007 · 4 mos
Citicorp Investment ServicesBroker
March 2006 - May 2007 · 1 yr 2 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.