Jessica Lauren Mccord

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

• 05/2014 → 08/2017
  Infinex Investments, Inc.
  Meriden, CT
• 08/2017 → Present
  Raymond James Financisl Services, Inc.
  San Antonio, TN
• 08/2017 → Present
  Raymond James Financial Services Advisors Inc.
  San Antonio, TX
• 08/2017 → Present
  Security Service Fcu
  San Antonio, TX
• 09/2018 → 12/2022
  Rodan And Fields
  San Antonio, TX
• 05/2015 → 12/2022
  Mcren Transport Services, Llc
  San Antonio, TX

Previous Registrations

• 2014-05-01 → 2017-08-17
  Osaic Institutions, Inc.
  San Antonio, TX
  San Antonio, TX
  Meriden, CT
• 2010-01-11 → 2014-05-01
  Swbc Investment Company
  San Antonio, TX
• 2008-08-18 → 2009-12-02
  Investment Professionals, Inc.
  Oklahoma City, OK
  San Antonio, TX
  Bremond, TX

Other Businesses

(1)Name of Business: Cocktail Crafthaus Co Address: 26610 US Hwy 281N, San Antonio , TX, 78260, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband owns the business and I will be joint owner on bank accounts for ease of access to funds. I will assist with social media marketing but will in no way reference or have any tie to RJ or investments (2)Name of Business: Security Service Investment Group Address: 3907 N. Loop 1604 E, San Antonio, TX, 78247, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/17/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2008-08-14