Jesse Schrock, financial advisor Lake Geneva WI

Jesse Schrock

CRD Number: 7407967
Current Firm: Raymond James Financial Services Advisors, Inc.

Jesse Schrock (CRD# 7407967) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lake Geneva, WI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Lake Geneva, WI Dec 2021 - Current < 1
Raymond James Financial Services, Inc. Lake Geneva, WI Oct 2021 - Current < 1
Form Wealth Advisors Lake Geneva, WI Jul 2021 - Current < 1
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
Carthage College Kenosha, WI Sep 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Jesse Schrock
Phone Number: 727-567-3020
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    272,263
    MILLIONS
  • Total Number of Accounts
    846,581
    ACCOUNTS
  • Average Account Value
    $321,603
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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