Jaymes Billmyer, financial advisor Dubuque IA

Jaymes Billmyer

Billmyer Wealth Services

CRD Number: 6252382
Current Firm: Raymond James Financial Services Advisors, Inc.

Our practice specializes in portfolio management, retirement plans and insurance products. Our mission is to partner with our clients to provide quality service and advice. Our goal is to help them achieve financial security and focus on their objectives and quality of life.

CONTACT
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Company Name Location Dates Years
American General Life Companies Dubuque, IA Jun 2016 - Current 7
Billmyer Wealth Services Dubuque, IA May 2016 - Current 7
Raymond James Financial Services Advisors Inc. Dubuque, IA Apr 2014 - Current 9
Raymond James Financial Services, Inc. Dubuque, IA Jan 2014 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Jaymes D. Billmyer
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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

Firm Disclaimer:

Social Media Disclosure  http://raymondjames.com/smicd.htm

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