Jory Flanery (CRD# 7546792) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sioux Falls, SD and has 1 year of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Sioux Falls, SD | May 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Sioux Falls, SD | Oct 2023 - Current | < 1 |
| Cornerstone Financial Solutions | Sioux Falls, SD | Oct 2023 - Current | < 1 |
| Cornerstone Financial Solutions | Sioux Falls, SD | May 2023 - Oct 2023 | < 1 |
| South Dakota State University | Brookings, SD | Mar 2023 - May 2023 | < 1 |
| Daktronics | Brookings, SD | Aug 2022 - Mar 2023 | < 1 |
| Cornerstone Financial Solutions | Sioux Falls, SD | Apr 2022 - Aug 2022 | < 1 |
| Daktronics | Brookings, SD | May 2021 - May 2022 | 1 |
| Johnson's Pro Clean | Brookings, SD | Aug 2020 - May 2021 | < 1 |
| City Of Britton | Britton, SD | May 2020 - Aug 2020 | < 1 |
| Unemployed | Brookings, SD | Aug 2019 - May 2020 | < 1 |
| City Of Britton | Britton, SD | May 2019 - Aug 2019 | < 1 |
| Strand Theater | Britton, SD | May 2015 - May 2019 | 4 |
| L & R Kreemee | Britton, SD | May 2017 - Aug 2018 | 1 |
| Unemployed | Britton, SD | Oct 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2024 |
- SD
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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