Chip
Jurgensen

Raymond James Financial Services Advisors, Inc

CRD#4202230
Investment Advisor
in Raleigh, NC
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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

Series 66, Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

3515 Glenwood Avenue Suite 100
Raleigh, NC 27612

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

NC Average: $1,855,561,029
Total Number of Employees

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC Average: $750,025

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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
  • Other

Chip Jurgensen Work History

Chip has 11 years of experience.

2018 - Present (1 year)

Raymond James Financial Services Advisors Inc

2017 - Present (2 years)

Raymond James Financial Services Inc

2015 - 2017 (2 years)

Pinnacle Bank

2010 - 2015 (5 years)

Zeiders

2007 - 2009 (2 years)

Wells Fargo Advisors

Disclosures

Chip Jurgensen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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