Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jessie? Claim Your ProfileJessie Edward Norton is a financial advisor with Raymond James Financial Services Advisors, Inc. Jessie has been in the industry since July 2006 and has a broad range of experience. Jessie works with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Prior to joining Raymond James, Jessie worked at Edward Jones. Jessie holds a Series 7, Series 10, Series 9, Series 63, and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Jessie is registered in multiple states, including California, Florida, Arizona, Arkansas, Colorado, Georgia, Idaho, Illinois, Massachusetts, Michigan, Minnesota, Nevada, New Mexico, New York, Oklahoma, Oregon, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, and Wisconsin.
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
CA
02/22/2024 - Present
Raymond James Financial Services Advisors, Inc. (COSTA MESA CA)
CA
07/13/2006 - 01/17/2017
EDWARD JONES (COSTA MESA CA)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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