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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Alice Harris is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Jacksonville, Florida. Jennifer Harris has over 20 years of experience in the financial services industry. Jennifer Harris is a Certified Financial Planner and has been a Registered Representative since 2003. Jennifer Alice Harris specializes in a variety of financial planning services including retirement planning, college savings, and estate planning. Jennifer Alice Harris is licensed to provide financial advice in Alabama, California, Colorado, Florida, Georgia, Louisiana, Montana, North Carolina, Pennsylvania, Texas and Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
02/16/2022 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
06/15/2017 - 09/14/2020
BBVA SECURITIES INC. (JACKSONVILLE FL)
FL
05/27/2016 - 06/07/2017
INVESTMENT PROFESSIONALS, INC. (Jacksonville Beach FL)
FL
09/22/2008 - 05/25/2016
CUSO FINANCIAL SERVICES, L.P. (JACKSONVILLE FL)
FL
01/31/2007 - 09/23/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
WI
02/19/2003 - 11/08/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 04/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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