Jamie WillsCRD Number: 5436838
Current Firm: Raymond James & Associates, Inc.
Jamie Wills (CRD# 5436838) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Total Life Changes||St. Petersburg, FL||Jun 2015 - Current||2|
|Raymond James & Associates||St Petersburg, FL||Apr 2014 - Current||3|
|Merrill Lynch||St Petersburg, FL||Jun 2006 - Mar 2014||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)