Brandi Jones is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Kokomo, IN, 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

1821 Dogwood Drive, Kokomo, IN, 46902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brandi is involved with Jackson Financial Group as a DBA/Support Company Advisor and coaches women's golf at Indiana University Kokomo. Coaching takes up about 40% of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
January 2024 - Present · 2 yrs 4 mos
State Registrations12 states
AZCAFLGAILINKSMONYOHSCWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Brandi Jones - Financial Advisor | TrueAdvisor