JA
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Jeane Andersen

1 Year of Experience
Clearwater, FL
Broker

Jeane Andersen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clearwater, FL, 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 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

28473 Us Highway 19 N, Suite 600, Clearwater, FL, 33763

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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

Jeane works as an associate/employee at Hirschberger Financial Services, Inc., providing clerical duties and assisting in client meetings. This takes about half of her time, including about a quarter of her time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
State Registrations2 states
FLNJ
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.
Jeane Andersen - Financial Advisor | TrueAdvisor