Jesse PlunkettCRD Number: 6265065
Current Firm: Edward Jones
Jesse Plunkett (CRD# 6265065) is an Investment Advisor Representative working at Edward Jones in Lake Mary, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Edward Jones||St Louis, MO||Nov 2013 - Current||3|
|Jesse Plunkett Personal Training||Lakeland, FL||Jul 2011 - Nov 2013||2|
|Gold's Gym||Lakeland, FL||Nov 2010 - Jul 2011||< 1|
|Cracker Barrel||Lakeland, FL||May 2010 - Oct 2010||< 1|
|The Red Elephant Restaurant||Lakeland, FL||Jul 2009 - May 2010||< 1|
|Unemployed In School||Lakeland, FL||Nov 2003 - Jul 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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