Jeanne Case
Jeanne Case is a registered investment advisor at Raymond James & Associates, INC., based in Kalamazoo, MI, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
161 East Michigan Ave, Suite 600, Kalamazoo, MI, 49007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeanne is a partner in her husband's furniture refinishing business, assisting with finding furniture, small items, and marketing through Facebook. She dedicates minimal time to this business, with even less time spent during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations10 states
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