Unclaimed
Jessica Sue Jackson is a financial advisor with Raymond James Financial Services Advisors, Inc. Jessica is a Registered Representative and Investment Advisor Representative, and has been in the financial services industry since 2014. Jessica holds Series 7, Series 63, and Series 65 licenses. Jessica is also registered with the state of New York. Before joining Raymond James Financial Services Advisors, Inc., Jessica worked at The Leaders Group, Inc. and Raymond James Financial Services, Inc. Jessica is committed to providing her clients with personalized financial advice and guidance.
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
NY
10/19/2023 - Present
Raymond James Financial Services Advisors, Inc. (Corning NY)
CO
04/14/2021 - 06/30/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
NY
12/18/2014 - 03/29/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORNING NY)
IA
Issued 10/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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