Advisor at Raymond James & Associates
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Firm
Raymond James & Associates
Location
Cottonwood Heights, UT 84121
Credentials
Series 66
Industry experience
3 years
Jasmine Pascua is a financial advisor at Raymond James & Associates with three years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo. Before entering the financial industry, she worked at Starbucks for three years. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs, with a notable focus on public finance and municipal services.
Based on Raymond James & Associates
Fixed (flat) dollar fees for planning and/or investment consulting services may apply, negotiated and disclosed in client agreement.
Financial advisors may earn commissions and/or trail fees for brokerage transaction-related services as registered representatives.
Hourly fees for planning and/or investment consultation services generally up to $400 per hour.
Fee-only: Planning and/or investment consulting fees may be hourly (up to $400/hour), fixed (flat) dollar fees, or percentage of assets under advisement (not to exceed 2.25%). Fees are negotiable and disclosed in client agreement.
2750 E. Cottonwood Parkway, #520
Cottonwood Heights, UT 84121
Utah
Raymond James & Associates Inc.
2025 - Present (1 year)
Wells Fargo Clearing
2022 - 2025 (3 years)
Wells Fargo
2016 - 2022 (6 years)
Starbucks
2013 - 2016 (3 years)
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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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