Jessie Edward Norton

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

• 05/2006 → 01/2017
  Edward Jones
  St. Louis, MO
• 01/2017 → Present
  Raymond James Financial Services, Inc.
  Costa Mesa, CA
• 01/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Costa Mesa, CA
• 01/2017 → Present
  The Norton Group
  Costa Mesa, TX

Previous Registrations

• 2007-01-25 → 2017-01-17
  Edward Jones
  Riverside, CA
  Costa Mesa, CA
  St Louis, MO

Other Businesses

(1)Name of Business: Address: 369 Palmaria Court , Nokomis , FL, 34275, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: J. Edward Norton, LLC dba J. Edward Norton Insurance Services Address: 485 E 17th Street Suite 301, Costa Mesa , CA, 92627, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent, Owner Investment Related: Yes Start Date: 11/01/2017 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance Agency for direct insurance services (3)Name of Business: The Norton Group Address: 485 E 17th St Ste 300, Costa Mesa, CA, 92627, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 01/11/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company

Exams

• S66 Uniform Combined State Law Examination
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2006-07-14

Other Names

• Jessie Norton