Unclaimed
Jessica Hymel is a financial advisor with Raymond James & Associates, Inc., located in Holladay, UT. Jessica has been in the financial services industry since 2010 and has a broad range of experience working with clients across various types of accounts. Jessica specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
UT
10/14/2021 - Present
Raymond James & Associates, Inc. (Holladay UT)
UT
01/30/2014 - 11/20/2020
UBS FINANCIAL SERVICES INC. (SALT LAKE CITY UT)
UT
07/23/2010 - 01/06/2014
CAMBRIA CAPITAL, LLC (SALT LAKE CITY UT)
UT
05/13/2009 - 07/09/2010
E*TRADE SECURITIES LLC (SANDY UT)
UT
09/04/2008 - 12/09/2008
CAMBRIA CAPITAL, LLC (SALT LAKE CITY UT)
IA
Issued 11/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/2008
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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