Jessica Anne Thompson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → Present
  Raymond James Financial Services
  Orlando, FL
• 03/2011 → Present
  Raymond James Financial Services Advisors, Inc
  Orlando, FL
• 07/2016 → Present
  Foundations Financial Partners
  Orlando, FL
• 11/2019 → Present
  Orlando Divorce Planning
  Orlando, FL

Previous Registrations

• 2007-03-05 → 2011-02-02
  Edward Jones
  Oviedo, FL

Other Businesses

(1)Name of Business: Foundations Financial Partners Address: 3801 Avalon Park East Blvd Suite 350B, Orlando, FL, 32828, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/11/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Support company for CDFA (2)Name of Business: Orlando Divorce Planning Address: 3801 Avalon Park East Blvd Suite 350B, Orlando, FL, 32828, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 11/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S66 Uniform Combined State Law Examination
  2007-02-23
• S63 Uniform Securities Agent State Law Examination
  1997-11-26

Other Names

• Jessica Anne Mathison