Jaimee Wallerius, financial advisor York PA

Jaimee Wallerius

CRD Number: 6760885
Current Firm: Raymond James Financial Services Advisors, Inc.

Jaimee Wallerius (CRD# 6760885) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. York, PA Sep 2018 - Current 3
Raymond James Financial Services, Inc. York, PA Mar 2018 - Current 3
Fulton Bank York, PA Jun 2017 - Current 4
Raymond James Financial Services ,inc York, PA Feb 2017 - Mar 2018 1
Barley Snyder York, PA Nov 2010 - Feb 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Jaimee L. Wallerius
Phone Number: 727-567-3020
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
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, WY

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