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Derek Franklin Jess

Plancorp, LLC

Saint Louis, MO

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Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-16
MO RA APPROVED 2018-07-26
  • TX RA
    APPROVED
    Since 2019-01-16
  • MO RA
    APPROVED
    Since 2018-07-26

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • 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 Financial Services, Inc Boulder CO 08/2015 06/2018
Raymond James Financial Services Advisors Inc. Boulder CO 01/2016 06/2018
Plancorp, Llc St. Louis MO 06/2018 Present
First National Bank Of Omaha Boulder CO 08/2015 06/2018
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-22
  • S66 Uniform Combined State Law Examination
    2015-12-22
Designations

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
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M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO
UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO
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