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Jimmy Blackburn II

Advisor at Raymond James Financial

Updated today
Raymond James Financial logo

Firm

Raymond James Financial

Location

Pikeville, KY 41501

Credentials

Series 63, Series 65

Industry experience

32 years

About

Jimmy Blackburn II is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Bank of America. Blackburn is also a branch manager and financial advisor at Legacy Financial, a company he co-owns. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored strategies developed through comprehensive client assessments and supported by an extensive affiliate network.

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

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

3822 N. Mayo Trail

Pikeville, KY 41501

Most active in

Kentucky · Texas

Work history

LeGrace, Inc.

2020 - Present (6 years)

Legacy Financial

2020 - Present (6 years)

Raymond James Financial Services Advisors Inc.

2019 - Present (7 years)

Raymond James Financial Services, Inc.

2019 - Present (7 years)

Bank Of America, N.A.

2009 - 2019 (10 years)

Merrill Lynch

2006 - 2019 (13 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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