Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65, Series 63
Experience Industry experience
5 years
Location
Kodiak, AK 99615
Raymond James Financial
Institution
Jasmine Gilpin is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Kodiak, Alaska, and has five years of industry experience. She has previously worked with APCM Wealth Management for Individuals and Alaska Permanent Capital Management. Outside of her advisory work, she owns and manages short- and long-term residential rental properties through Nautical Nook LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees for planning services offered.
Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.
Kodiak, AK
1627 Mill Bay Road
Kodiak AK 99615
Advisors at this office
2
Alaska
5 years of industry experience
Raymond James Financial Services Advisors, Inc.
2023 - Present • 3 years
Kodiak, AK
Haven Financial Partners
2023 - Present • 3 years
Kodiak, AK
Raymond James Financial Services, Inc.
2021 - Present • 5 years
Kodiak, AK
Unemployed
2021 - 2021 • 1 year
Wasilla, AK
APCM Wealth Management for Individuals
2018 - 2021 • 3 years
Anchorage, AK
Alaska Permanent Capital Management
2018 - 2018 • 1 year
Anchorage, AK
University of Alaska Southeast
2017 - 2018 • 1 year
Juneau, AK
Near Island Coffee
2012 - 2017 • 5 years
Kodiak, AK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Kodiak, AK
Edward Jones
Tyler Wallace is a financial advisor with Edward Jones in Kodiak, Alaska, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and has prior work experience in the sports and security sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and services supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.
CFP®, Series 66
Kodiak, AK
Edward Jones
David Bradbury is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at Edward Jones since 2010. He is based in Kodiak, AK, and also acts as a pastor at Kodiak United Pentecostal Church and serves on the board of the Senior Citizens of Kodiak Endowment Fund, Inc. Edward Jones is a full-service wealth management firm with over 23,000 advisors, serving individual and institutional clients through a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 63, Series 66
Kodiak, AK
Edward Jones
Kyle Holt is a financial advisor at Edward Jones in Kodiak, Alaska, with two years of experience. Before joining Edward Jones, he served at the National Security Agency for ten years and is a member of the United States Air Force Reserve as an intelligence analyst. Outside of his advisory role, he owns two rental properties in Eagle River, Alaska. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, access to mutual funds and separately managed accounts, and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.
CFP®, Series 63, Series 66
Kodiak, AK
Raymond James Financial
Craig Johnson is a CFP® professional with 28 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously spent 22 years at Edward D. Jones & Co., L.P. In addition to his advisory role, Johnson serves on the advisory board for the Mission Lake Tidegate Service District in Kodiak, Alaska. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical modeling to support client goals and also offers municipal and public finance advisory services.
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