Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesse? Claim Your ProfileJesse Lynn Bernhardt is a financial advisor with over seven years of experience in the financial industry. Jesse is registered with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Jesse has passed the Series 66, Series 7, Series 9, and Series 10 exams and has specialized in areas such as financial planning, portfolio management, and pension consulting. Jesse is a licensed financial advisor in 51 states, including Florida and Alabama. Prior to joining Raymond James & Associates, Inc., Jesse was with Raymond James Financial Services, Inc. and Raymond James Financial Services Advisors Inc.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/08/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/28/2019 - 10/22/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
02/12/2015 - 06/21/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 01/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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