Jesse Giles
Jesse Giles is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 10 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
412 N. Cedar Bluff Rd., Suite 101, Knoxville, TN, 37923
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesse works as an associate/employee for Marzolf Investment Group, assisting Jeff Marzolf in serving clients and supporting his business. This takes about a quarter to half of Jesse's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cogentblue
Scottrade, INC.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
First Tennessee Brokerage, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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