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Paul O Jessie

Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business

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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

11 years in the industry.

  1. Raymond James & Associates, Inc.May 2024 to now
  2. Raymond James & Associates, Inc.Oct 2022 to Apr 2024
  3. Cambridge Investment Research Advisors, Inc.Sep 2022 to Jul 2023
  4. Cambridge Investment Research, Inc.Aug 2021 to Jan 2023
  5. Smoothie KingMar 2021 to Aug 2021
  6. CovidMar 2020 to Mar 2021
  7. University of North Florida Fitness CenterAug 2019 to Mar 2020
  8. Publix SupermarketsMay 2015 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7211728
Firm CRD
705
Advisor's SEC record (opens in a new tab)
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