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
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