Jay Xavier Hitselberger
Investment adviser representative at Raymond James & Associates, Inc.
5 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$501BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
5 years in the industry.
- Raymond James & Associates, Inc.Nov 2020 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2020 to Nov 2020
- Thrivent Advisor Network, LLC d/b/a Intentgen Financial PlannersSep 2020 to Nov 2020
- Thrivent FinancialApr 2018 to Sep 2020
- Thrivent Investment Management IncApr 2018 to Sep 2020
- Financial Resources GroupSep 2015 to Apr 2018
- LPL Financial LLCSep 2015 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6558603
- Firm CRD
- 705