Jesse Oldfield, financial advisor Ashland OR

Jesse Oldfield

CRD Number: 5659397
Current Firm: Raymond James Financial Services Advisors, Inc.

Jesse Oldfield (CRD# 5659397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ashland, OR and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Ashland, OR Jan 2013 - Current 11
Raymond James Financial Services Ashland, OR Apr 2012 - Current 11
Sis Corporation Ashland, OR May 2012 - Jan 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Jesse A. Oldfield
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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