Unclaimed
Jessica M. Denton is a financial advisor registered with Raymond James & Associates, Inc., and has been in the industry since 2009. Jessica is a Series 7 and Series 63 licensed professional with a focus on providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. Jessica has worked with a variety of clients throughout her career, including high-net-worth individuals, corporations, and pension plans. Prior to joining Raymond James & Associates, Inc., Jessica held positions at Morgan Stanley Smith Barney, UBS Financial Services Inc., and Waddell & Reed.
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
TN
11/08/2022 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
IN
05/07/2019 - 05/27/2020
WADDELL & REED (INDIANAPOLIS IN)
TN
06/19/2015 - 12/31/2017
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
11/25/2013 - 06/18/2015
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
06/01/2009 - 06/06/2012
MORGAN STANLEY SMITH BARNEY (NASHVILLE TN)
TN
04/23/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NASHVILLE TN)
TN
12/17/2008 - 03/19/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
BC
Issued 01/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
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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