Jesse Pounds (CRD# 6738036) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Concordia, KS and has over 7 years of experience in the finance industry.
CRD# 4210111
Avantax Advisory Services
CRD# 1772074
Ofg Financial Services, Inc.
CRD# 4554332
Strategic Asset Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Concordia K, KS | May 2017 - Current | 6 |
| Raymond James Financial Services, Inc. | Concordia, KS | Apr 2017 - Current | 7 |
| Central National Bank | Concordia, KS | May 2016 - Current | 7 |
| Raymond James Financial Services, Inc. | Junction City, KS | Dec 2016 - Apr 2017 | < 1 |
| Office Of The State Bank Commissioner | Wichita, KS | Dec 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- KS
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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