Jim Chesley, financial advisor Yankton SD
66 score

Jim Chesley

CRD 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 28 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. Yankton, SD Feb 2013 - Current 3
Raymond James Financial Services Advisors Inc. Yankton, SD Feb 2013 - Current 3
Non-variable Insurance Yankton, SD Feb 2013 - Current 3
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
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jim L. Chesley
Phone Number: 727-567-5877
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
66

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