JB
JB

Jessica Barry

4 Years of Experience
Scottsdale, AZ
Broker

Jessica Barry is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 4 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

14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254

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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 works for DoorDash, delivering food to clients for a fee since 2020. This takes a few hours per week.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2023 - Present · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Planmember Securities Corporation
April 2022 - June 2022 · 2 mos
Planmember Securities CorporationBroker
April 2021 - June 2022 · 1 yr 2 mos
State Registrations1 state
AZ
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.