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Jacqueline Stevens

2 Years of Experience
Saint Louis, MO
Broker

Jacqueline Stevens is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Louis, MO, with 2 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

11222 Tesson Ferry Rd, Ste 201, Saint Louis, MO, 63123

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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

Jacqueline coaches girls lacrosse and field hockey at Lindbergh High School, dedicating about a quarter of her time to this activity. She also works as an associate/employee at Simon Financial Group, spending about a quarter of her time executing trades, opening accounts, communicating with clients, and performing administrative tasks.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 2 mos
State Registrations1 state
MO
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.