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Jessica Bilbo

Advisor at Raymond James Financial

Updated today

Location

Laurel, MS 39440

Credentials

Series 66

Industry experience

1 year

About

Jessica Bilbo is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. She has previously worked at LPL Financial and Trustmark Bank, where she currently holds a role as a bank associate. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs and utilizes a collaborative approach with clients to develop tailored financial plans and investment recommendations.

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

1209 Highway 15 N

Laurel, MS 39440

Most active in

Mississippi

Work history

Raymond James Financial Services Advisors, Inc.

2025 - Present (1 year)

Raymond James Financial Services, Inc.

2025 - Present (1 year)

Trustmark Bank

2022 - Present (4 years)

Trustmark Financial Services

2022 - Present (4 years)

lpl financial

2022 - 2025 (3 years)

Pearl River Community College

2022 - 2022 (1 year)

Unemployed

2022 - 2022 (1 year)

Mississippi State University

2022 - 2022 (1 year)

Mississippi State University

2021 - 2021 (1 year)

Dillard's Inc.

2019 - 2021 (2 years)

Sam's Club

2018 - 2019 (1 year)

Unemployed

2018 - 2018 (1 year)

Forrest County Agriculture High School

2014 - 2018 (4 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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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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