Jennifer BolesCRD Number: 5467839
Current Firm: Raymond James Financial Services Advisors, Inc.
Jennifer Boles (CRD# 5467839) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Raleigh, NC and has over 7 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Pursuit Wealth Management, LLC||Raleigh, NC||Nov 2009 - Current||8|
|Raymond James Financial Services||Raleigh, NC||Nov 2009 - Current||8|
|Pursuit Wealth Strategies||Raleigh, NC||Nov 2009 - Current||8|
|Wells Fargo||Raleigh, NC||Jan 2008 - Nov 2009||1|
|A.g. Edwards & Sons, Inc.||Raleigh, NC||Jun 1996 - Jan 2008||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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