JE
JE

Jill Enloe

18 Years of Experience
Santa Fe, NM
Broker

Jill Enloe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Santa Fe, NM, with 18 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

324 Paseo De Peralta, Suite A, Santa Fe, NM, 87501

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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

Jill is a registered associate at White & Luff Financial Inc. since 2015, advising clients on their investments, but spends no time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2014 - Present · 11 yrs 6 mos
Raymond James Financial Services, INC.Broker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Davis Distributors, LLCBroker
January 2008 - July 2014 · 6 yrs 6 mos
State Registrations24 states
AZCACOCTDCFLGAILKSLAMAMOMSMTNJNMNVNYPATXUTVAWAWI
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.