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Jasmine Gilpin

Advisor at Raymond James Financial

Updated today

Location

Kodiak, AK 99615

Credentials

CFP®, Series 63, Series 65

Industry experience

4 years

About

Jasmine Gilpin is a CFP®-certified financial advisor with Raymond James Financial Services Advisors, Inc., based in Kodiak, Alaska. She has four years of industry experience and previously worked with APCM Wealth Management for Individuals and the University of Alaska Southeast. Outside of her advisory role, she owns and manages short-term rental properties through an LLC and Airbnb. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers tailored financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services across brokerage and advisory accounts.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

1627 Mill Bay Road

Kodiak, AK 99615

Most active in

Alaska

Work history

Raymond James Financial Services Advisors, Inc.

2023 - Present (3 years)

Haven Financial Partners

2023 - Present (3 years)

Raymond James Financial Services, Inc.

2021 - Present (5 years)

Unemployed

2021 - 2021 (1 year)

APCM Wealth Management for Individuals

2018 - 2021 (3 years)

Alaska Permanent Capital Management

2018 - 2018 (1 year)

University of Alaska Southeast

2017 - 2018 (1 year)

Near Island Coffee

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tyler W

Series 66

Kodiak, AK

Edward Jones

Tyler Wallace is a financial advisor with Edward Jones in Kodiak, Alaska, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and has prior work history including roles at Pizza Hut, Bonita Unified School District, and Mt. Sac. Outside of his advisory work, he has been involved in a sports-related business for over a decade and works as a security specialist. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices nationwide.

Business ownership considerations General retirement planning Wealth management Founder/Business Owner Intergenerational Families

David B

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.

Charitable giving tax strategies Charitable giving & philanthropy Business ownership considerations Family Business Multi-generational wealth transfer Founder/Business Owner Values-based investing Religious/faith focused
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Kyle H

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Craig J

CFP®, Series 63, Series 66

Kodiak, AK

Raymond James Financial

Craig Johnson is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has previous experience at Edward D. Jones & Co., L.P. He serves on the advisory board for the Mission Lake Tidegate Service District in Kodiak, AK. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans and often operates in an advisory and implementation-support role rather than as a delegated manager.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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