AC
AC

Ashley Chester

15 Years of Experience
Vancouver, Bc
Broker

Ashley Chester is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, Bc, with 15 years of industry experience. Ashley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
119 advisors
Number of Clients
4,864 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.25%
$500K - $1.0M1.75%
$1.0M - $3.0M1.50%
$3.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable with the financial advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Suite 2100, 925 West Georgia Street, Vancouver, Bc, V6C 3L2

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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

Ashley is employed full-time as CCO (RJLU) & Senior Manager, Branch Compliance Supervision at Raymond James LTD, a registered investment dealer. She dedicates nearly full-time hours to this role.

Employment History
Current Registrations
Raymond James (USA) LTD
June 2012 - Present · 13 yrs 11 mos
Raymond James (USA) LTD.Broker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Canaccord Capital Corporation USA, INC.Broker
February 2008 - January 2009 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.