Jaime Planells (CRD# 5562708) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winter Park, FL and has over 10 years of experience in the finance industry. Jaime Planells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Winter Park, FL | Aug 2016 - Current | 7 |
| Raymond James Financial Services, Inc. | Winter Park, FL | Jul 2016 - Current | 7 |
| Palmer Planells Wealth Group | Winter Park, FL | Jul 2016 - Current | 7 |
| Palmer Planells Wealth Management & Consulting Group LLC | Winter Park, FL | Feb 2016 - Jul 2016 | < 1 |
| Us Employees Benefits Service Group | Winter Park, FL | Jan 2015 - Jul 2016 | 1 |
| Inclusiv; Dba Frs Partners | Winter Park, FL | Sep 2012 - Jul 2016 | 3 |
| Bencor | Winter Park, FL | Jan 2011 - Jul 2016 | 5 |
| Planmember Securities Corporation | Carpinteria, CA | Oct 2008 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- FL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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, WY
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