JK
JK

Jacquelyn King

7 Years of Experience
Suffolk, VA
Broker

Jacquelyn King is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Suffolk, VA, with 7 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

5859 Harbour View Blvd. #201, Suffolk, VA, 23435

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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

Jacquelyn works as an administrative assistant and provides advisor/client support for Hampton Roads Financial LLC since 2020. This support company DBA takes minimal time and is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2020 - Present · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Thrivent Investment Management INC.
May 2019 - August 2020 · 1 yr 3 mos
Thrivent Investment Management INC.Broker
February 2018 - August 2020 · 2 yrs 6 mos
State Registrations1 state
VA
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.
Jacquelyn King - Financial Advisor | TrueAdvisor