Jessica Atkinson (CRD# 4523630) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Walton Beach, FL and has over 21 years of experience in the finance industry.
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4050337
B. Riley Wealth Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Retirement Associates | Fort Walton Beach, FL | Nov 2021 - Current | 2 |
| The Rowdies | N/a, FL | Oct 2019 - Current | 4 |
| Destin Financial Services, Inc. | Fort Walton Beach, FL | Nov 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Fort Walton Beach, FL | Nov 2013 - Current | 10 |
| Raymond James Financial Services, Inc. | Fort Walton Beach, FL | Aug 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- FL
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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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