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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-02-24
  • TN RA
    APPROVED
    Since 2025-02-24

Branch Locations

949 Shady Grove Rd S Ste 200, Memphis, TN 38120 • 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
Cambridge Investment Research, Inc Fairfield IA 11/2013 08/2021
Cambridge Investment Research Advisors Fairfield IA 11/2013 08/2021
Fidelity Investments Germantown TN 08/2021 01/2025
Raymond James Financial Services Inc. Memphis TN 02/2025 Present
Raymond James Financial Services Advisors, Inc. Memphis TN 02/2025 Present
Pinnacle Bank/Pinnacle Financial Partners Tennessee TN 01/2025 Present
  • 11/2013 → 08/2021
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 11/2013 → 08/2021
    Cambridge Investment Research Advisors
    Fairfield, IA
  • 08/2021 → 01/2025
    Fidelity Investments
    Germantown, TN
  • 02/2025 → Present
    Raymond James Financial Services Inc.
    Memphis, TN
  • 02/2025 → Present
    Memphis, TN
  • 01/2025 → Present
    Pinnacle Bank/Pinnacle Financial Partners
    Tennessee, TN
Previous Registrations
Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 949 Shady Grove Rd S Ste 200, Memphis, TN, 38120-4132, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/13/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Talk with clients about banking and investment needs, refer to Raymond James Advisor for investment products and service needs.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-11-04
S63 Uniform Securities Agent State Law Examination 2007-01-10
  • S66 Uniform Combined State Law Examination
    2009-11-04
  • S63 Uniform Securities Agent State Law Examination
    2007-01-10
Other Names
  • Jessica Lee Ellis
  • Jessica Lee Danko
  • Jessica Lee Palmer
  • Jessica Lee Danko
  • Jessica Lee Horst
  • Jessica L Horst

View on SEC IAPD

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