Jill Mcaleese Rowe

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 08/2013 → Present
  Raymond James & Associates, Inc.
  Ridgeland, MS

Previous Registrations

• 2004-07-12 → 2013-08-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jackson, MS
  Ridgeland, MS

Other Businesses

(1)Name of Business: Villas at the Reservoir Homeowners Association Inc Address: 1306 Gerrits Landing, Brandon, MS, 39047, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/03/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Do semi annual treasurer reports for HOA meetings. One of 5 able to write a check to pay a bill.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-15
• S63 Uniform Securities Agent State Law Examination
  1984-04-16

Other Names

• Jill Mary Mcaleese