JK
JK

Jilian Kolesa

14 Years of Experience
St. Petersburg, FL
Broker

Jilian Kolesa is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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

Jilian creates and sells vacation itineraries on Thatch under the business name outoftheofficetoday. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2014 - Present · 11 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2014 - Present · 11 yrs 9 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2014 - August 2014 · 4 mos
Raymond James Financial Services, INC.Broker
October 2011 - August 2014 · 2 yrs 10 mos
State Registrations1 state
FL
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.
Jilian Kolesa - Financial Advisor | TrueAdvisor