Jim ChesleyCRD Number: 1393857
Current Firm: Raymond James Financial Services Advisors, Inc.
Jim Chesley (CRD# 1393857) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Yankton, SD and has over 29 years of experience in the finance industry. Jim Chesley 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.
Summit Financial Group Inc.
Ipi Wealth Management, Inc.
|Great Western Bank||Yankton, SD||Jun 2016 - Current||1|
|Raymond James Financial Services, Inc.||Yankton, SD||Feb 2013 - Current||5|
|Raymond James Financial Services Advisors Inc.||Yankton, SD||Feb 2013 - Current||5|
|Non-variable Insurance||Yankton, SD||Feb 2013 - Current||5|
|Home Federal Bank||Yankton, SD||Feb 2013 - Jun 2016||3|
|Investment Centers Of America||Yankton, SD||Feb 2009 - Feb 2013||4|
|Ids Life Insurance Company||Sioux Falls, SD||Jul 1985 - Feb 2009||23|
|Ameriprise Financial Services, Inc.||Yankton, SD||Jul 1985 - Feb 2009||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1988|
- Customer Dispute
- Criminal Record
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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, WY