Jolene McGinnis, financial advisor Alliance NE
93 score

Jolene McGinnis

CRD Number: 1448280
Current Firm: Raymond James Financial Services Advisors, Inc.

Jolene McGinnis (CRD# 1448280) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Alliance, NE and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
First National Bank Alliance, NE Jun 2015 - Current 1
Raymond James Financial Services, Inc. Alliance, NE Jun 2015 - Current 1
Raymond James Financial Services Advisors Inc. Alliance, NE Jun 2015 - Current 1
First National Bank North Platte Alliance, NE Apr 2006 - Current 10
First National Capital Markets Omaha, NE Jun 2010 - Jun 2015 5
Primevest Financial Services, Inc. Alliance, NE Feb 2001 - Jun 2010 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for Jolene R. McGinnis
Phone Number: 727-567-5877
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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