Jessica Byard, financial advisor Muskegon MI
93 score

Jessica Byard

CRD Number: 5301405
Current Firm: Raymond James & Associates, Inc.

Jessica Byard (CRD# 5301405) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Muskegon, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Muskegon, MI Apr 2009 - Current 7
Merrill Lynch Muskegon, MI Feb 2007 - Apr 2009 2
Bull's Head Grand Rapids, MI Jan 2007 - Mar 2007 < 1
Homemaker Bailey, MI Oct 2005 - Jan 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Jessica L. Byard
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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