Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Kelin Giles is a financial advisor with over 10 years of experience in the financial services industry. Jesse is currently registered with Raymond James Financial Services Advisors, Inc. Jesse is a Series 63, 65 and 66 licensed advisor. Jesse is also a Series 7 and Series 7TO licensed advisor. Prior to joining Raymond James Financial Services Advisors, Inc., Jesse worked at SCOTTRADE, INC., SECURITIES SERVICE NETWORK, INC., FIRST TENNESSEE BROKERAGE, INC., AMERIPRISE FINANCIAL SERVICES, INC., and EDWARD JONES. Jesse specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions.
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
TN
06/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Knoxville TN)
TN
03/30/2015 - 10/23/2015
SCOTTRADE, INC. (KNOXVILLE TN)
TN
02/08/2013 - 01/12/2015
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
TN
08/02/2012 - 02/11/2013
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
TN
11/05/2010 - 04/25/2012
AMERIPRISE FINANCIAL SERVICES, INC. (KNOXVILLE TN)
TN
01/19/2007 - 11/10/2010
EDWARD JONES (LAFOLLETTE TN)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jesse Giles is the right advisor for you? Invested Better is here to help.
