Jennifer Harris, financial advisor Jacksonville FL

Jennifer Harris

CRD Number: 4449521
Current Firm: Raymond James Financial Services Advisors, Inc.

Jennifer Harris (CRD# 4449521) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Jacksonville, FL and has over 19 years of experience in the finance industry. Jennifer Harris 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. Jacksonville, FL Sep 2020 - Current 3
The Driscoll Group, Inc. Jacksonville, FL Sep 2020 - Current 3
Compass Bank Birmingham, AL Jun 2017 - Sep 2020 3
Bbva Investments Jacksonville, FL Jun 2017 - Sep 2020 3
Rental Property Jacksonville, FL Jan 2006 - Mar 2019 13
Investment Professionals, Inc./atlantic Coast Financical Inv San Antonio, TX May 2016 - Jun 2017 1
Cuso/community First Credit Union Of Florida Jacksonville, FL Sep 2008 - May 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Apr 2007
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jennifer A. Harris
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • TX
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

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