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Jesse Pounds

Advisor at Raymond James Financial

Updated today

Location

Concordia, KS 66901

Credentials

Series 66

Industry experience

9 years

About

Jesse Pounds is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2016, as well as at Central National Bank's Wealth Management & Trust Services since 2016 and the Office of the State Bank Commissioner from 2013 to 2016. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by firm research and outside managers, with a notable focus on advisory and implementation-support roles.

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

130 East 7 Th Street

Concordia, KS 66901

Most active in

Kansas

Work history

Raymond James Financial Services Advisors INC.

2017 - Present (9 years)

Raymond james Financial Services, Inc.

2017 - Present (9 years)

Raymond james Financial Services, Inc.

2016 - 2017 (1 year)

Central National Bank's Wealth Management & Trust Services

2016 - Present (10 years)

Disclosures

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

Business activities & affiliations

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Tax-loss harvesting
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Concordia, KS

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Concordia, KS

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