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Credentials
Series 66
Experience Industry experience
11 years
Location
Yale, VA
Raymond James Financial
Institution
Jennifer Rebbe is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones from 2014 to 2019 and has been with Raymond James since 2019. Outside of her advisory role, she is involved in a family agricultural business managing a local farmers market produce venture. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad advisor network, with a notable affiliation to a municipal advisor and specialized consulting programs.
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.
Yale, VA
Yale VA
Advisors at this office
1
Virginia
11 years of industry experience
Raymond James Financial Services Advisors INC.
2019 - Present • 7 years
Yale, VA
Raymond James Financial Services, inc.
2019 - Present • 7 years
Yale, VA
Nottoway Financial Group
2019 - 2023 • 4 years
Franklin, VA
Edward Jones
2014 - 2019 • 5 years
Franklin, VA
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.
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