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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jiles? Claim Your ProfileJiles Robinson is a financial advisor with Raymond James & Associates, Inc., providing financial planning and investment management services to individuals, businesses, and institutions. Jiles has been in the financial industry since 1999 and has a broad range of experience. In addition to his role at Raymond James, Jiles has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Quick & Reilly, Inc., and Fidelity Investments Institutional Services Company, 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
MA
05/11/2023 - Present
Raymond James & Associates, Inc. (Burlington MA)
MA
10/23/2009 - 07/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
NY
08/08/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
RI
02/03/1999 - 08/05/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 12/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1999
Series 6 - Investment Company Products/Variable Contracts 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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