Jaime Planells
Jaime Planells is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 17 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
601 N New York Avenue, Suite 102, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jaime is the President and CEO of Palmer Planells Wealth Group since 2016, dedicating minimal time. Jaime is also a board member of the Winter Park Library, serving on the finance committee and spending minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations17 states
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