Raymond James Financial Services Advisors, Inc
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About this Advisor
Chip Jurgensen is a certified financial planner operating out of Raleigh, North Carolina, who has been in the advisory business for 11 years. Jurgensen is an employee of Raymond James Financial Services Advisors, Inc. Over the course of their career, they have held roles at Raymond James Financial Services Advisors Inc, Wells Fargo Advisors, Pinnacle Bank, Raymond James Financial Services Inc and Zeiders. Jurgensen has Series 66 and Series 63 licenses, qualifying them as a securities agent, and is able to serve investors in North Carolina. Raymond James Financial Services Advisors, Inc is a financial advisory business operating out of Raleigh, North Carolina. The company has offices in 2,040 locations and a total of 5,600 advisors. It has $81 billion in assets under management across its 280,698 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 100 charities and foundations. Of its 280,698 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. Raymond James Financial Services Advisors, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on which services are offered. Fee types charged by Raymond James Financial Services Advisors, Inc may include asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chip Jurgensen Work History
Chip has 11 years of experience.
Raymond James Financial Services Advisors Inc
Raymond James Financial Services Inc
Wells Fargo Advisors
Chip Jurgensen has no disclosures.
Please visit their SEC profile for more details.