JM
JM

Jessica Manion

15 Years of Experience
Alliance, NE
Broker

Jessica Manion is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Alliance, NE, with 15 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

124 West 3rd Street, Alliance, NE, 69301

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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

Jessica's spouse is a sole proprietor involved in agriculture/farming, dedicating minimal time. Jessica also works as an advisor in a bank branch, taking about half of her time, and spends minimal time as a Trust Services Associate at First National Bank Omaha.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Fbl Marketing Services, LLCBroker
February 2010 - July 2015 · 5 yrs 5 mos
State Registrations12 states
AZCOKSMOMTNDNESDTXUTWIWY
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.