Jesse Schrock (CRD# 7407967) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Geneva, WI and has over 2 years of experience in the finance industry.
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 837590
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Lake Geneva, WI | Dec 2021 - Current | 2 |
| Raymond James Financial Services, Inc. | Lake Geneva, WI | Oct 2021 - Current | 2 |
| Form Wealth Advisors | Lake Geneva, WI | Jul 2021 - Current | 2 |
| Grand Geneva Resort & SPA | Lake Geneva, WI | Mar 2020 - Jun 2021 | 1 |
| Geneva National Resort & Club | Lake Geneva, WI | Aug 2015 - Mar 2020 | 4 |
| Panda Restaurant Group | Racine, WI | May 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- TX
- WI
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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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