Jessie Norton
Jessie Norton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Costa Mesa, CA, with 19 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
485 East 17th Street, Suite 300, Costa Mesa, CA, 92627
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Jessie owns rental real estate and an insurance agency, J. Edward Norton Insurance Services, since 2017, where she works as a broker, agent, and owner. She is also the CEO and President of The Norton Group, a support company, taking about half of Jessie's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations27 states
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