Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Lisa J
Series 63, Series 65, Series 66
Fargo, ND
Raymond James Financial
Lisa Juvette is a financial advisor with Raymond James Financial in Fargo, ND, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She has been with Raymond James Financial Services, Inc. since 2001. Outside of advising, she is also an insurance agent specializing in term and non-variable permanent insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a range of advisory programs, including municipal and public finance services uncommon among large institutional advisors.
Jody L
Series 63, Series 66
Fargo, ND
Raymond James Financial
Jody Liljequist Greuel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked with Raymond James Financial Services since 1995 and is also involved as an officer and treasurer in Markey & Associates, Inc., a support company she owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has unique capabilities in municipal and public finance advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters