JB
JB

Jessica Belville

1 Year of Experience
Lexington, KY
Broker

Jessica Belville is a registered investment advisor at Raymond James & Associates, INC., based in Lexington, KY, with 1 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

489 East Main, Lexington, KY, 40507

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2024 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
May 2024 - Present · 2 yrs 2 mos
State Registrations5 states
FLGAKYOHTN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jessica Belville - Financial Advisor | TrueAdvisor