Jessica Manion, financial advisor Alliance NE

Jessica Manion

CRD Number: 5743561
Current Firm: Raymond James Financial Services Advisors, Inc.

Jessica Manion (CRD# 5743561) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alliance, NE and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
First Investments And Planning Alliance, NE Jan 2019 - Current 5
Boone Manion (husband) - Sole Proprietor Alliance, NE Oct 2017 - Current 6
Raymond James Financial Services Advisors Inc. Alliance, NE Aug 2017 - Current 6
Raymond James Financial Services, Inc. Alliance, NE Aug 2015 - Current 8
First National Bank Alliance, NE Aug 2015 - Current 8
Equitrust Marketing Serv LLC West Des Moines, IA Jan 2010 - Jul 2015 5
Farm Bureau West Des Moines, IA Nov 2009 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Jessica R. Manion
Phone Number: 727-567-3020
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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