Raymond James Financial Services Advisors, Inc
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About this Advisor
Jennifer Guthrie is a certified financial planner in Austin, Texas. Currently a registered financial advisor at Raymond James Financial Services Advisors, Inc, Guthrie has 12 years of professional experience. Guthrie holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Guthrie is able to work with clients based out of Texas. Guthrie has gained experience at J.P. Morgan Securities Inc, Raymond James Financial Services, Raymond James Financial Services Advisors Inc and Texas Capital Bank. Raymond James Financial Services Advisors, Inc is based out of Austin, Texas, and has 2,040 additional brick-and-mortar locations in the country. In aggregate, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets throughout 280,698 accounts and retains more than 5,600 people. The amount of assets the firm manages places it among the largest financial advisory firms in the United States. The firm manages 151,196 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 7% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc provides 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. The firm's fees 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
Jennifer Guthrie Work History
Jennifer has 12 years of experience.
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Texas Capital Bank
J.P. Morgan Securities Inc
Jennifer Guthrie has no disclosures.
Please visit their SEC profile for more details.