AJ
AJ

Amanda Jaquish

6 Years of Experience
Chippewa Falls, WI
Broker

Amanda Jaquish is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chippewa Falls, WI, with 6 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

11 E. Central Street, Chippewa Falls, WI, 54729

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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

Amanda works as an employee at Fries Financial Group, a support company/DBA, handling client service duties. This activity takes nearly all of Amanda's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2019 - Present · 6 yrs 9 mos
Raymond James Financial Services, INC.Broker
May 2019 - Present · 7 yrs
State Registrations1 state
WI
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.
Amanda Jaquish - Financial Advisor | TrueAdvisor