Abbie Gristy is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, TN, 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

1381 Union University Dr, Jackson, TN, 38305

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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

Abbie is involved in contract marketing for Hometowne Capital Management, dedicating minimal time to ad placement and promotional items. Abbie also does contract marketing for Midsouth Development District, spending a few hours per week on marketing strategy, advertising, and website projects.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.Broker
January 2025 - Present · 1 yr 3 mos
State Registrations3 states
ALMOTN
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.
Abbie Gristy - Financial Advisor | TrueAdvisor