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Jessica Parker Norris

Raymond James & Associates, Inc.

Carmel, IN

CRD 1776701

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-05-22
TX RA APPROVED 2015-05-22
  • IN RA
    APPROVED
    Since 2015-05-22
  • TX RA
    APPROVED
    Since 2015-05-22

Branch Locations

11611 N Meridian St Ste 600, Carmel, IN 46032-7118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Carmel IN 05/2015 Present
  • 05/2015 → Present
    Raymond James & Associates
    Carmel, IN
Previous Registrations
  • 2008-01-01 → 2015-05-26
    Wells Fargo Clearing Services, Llc
    Indianapolis, IN
    Indianapolis, IN
  • 1998-12-30 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Indianapolis, IN
    St. Louis, MO
    Indianapolis, IN
Other Businesses

POWER OF ATTORNEY FOR MOM, INV RELATED, SPRING HILL, TN, START: 5/2013, 1 HOUR PER MONTH/0 DURING TRADING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-01-15
  • S63 Uniform Securities Agent State Law Examination
    1988-01-15
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.

Nearby Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY

Nearby Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN

More in Carmel, IN

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