Jess Michael Panichi

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

• 01/1996 → 08/2019
  Merrill Lynch
  Duluth, MN
• 08/2019 → 07/2021
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
• 07/2021 → Present
  Raymond James Financial Services, Inc.
  Hermantown, MN
• 07/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Hermantown, MN

Previous Registrations

• 2019-08-21 → 2021-07-15
  Redhawk Wealth Advisors, Inc.
  Minneapolis, MN
  Hermantown, MN
• 2006-09-22 → 2019-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, MN

Other Businesses

(1)Name of Business: Panichi Blair Wealth Management, LLC Address: 4135 Richard Ave, Suite 202, Hermantown, MN, 55811, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/23/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner/CEO (2)Name of Business: Panichi Olson Wealth Advisors LLC Address: 4135 Richard Ave Ste 202, Hermantown, MN, 55811, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager/Owner and Financial Advisor duties

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-12
• S63 Uniform Securities Agent State Law Examination
  1996-04-02

Other Names

• Jess M Panichi