Advisor at Raymond James & Associates
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Firm
Raymond James & Associates
Location
Jackson, TN 38305
Credentials
Series 66
Industry experience
1 year
Abbie Gristy is a financial advisor with Raymond James & Associates in Jackson, TN, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at Bramblett Group Marketing, Hometowne Capital Management, and the Tennessee Department of Tourist Development. Outside of her advisory role, she is involved in contract marketing activities for Hometowne Capital Management and Midsouth Development District, focusing on advertising and marketing strategy. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, with both non-discretionary and discretionary portfolio management options.
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.
1381 Union University Dr
Jackson, TN 38305
Tennessee
Raymond James & Associates Inc.
2024 - Present (2 years)
Raymond James & Associates Inc.
2024 - 2024 (1 year)
Bramblett Group Marketing
2023 - 2024 (1 year)
Hometowne Capital Management
2022 - 2023 (1 year)
Tennessee Department of Tourist Development
2019 - 2022 (3 years)
Miles Partnership
2007 - 2019 (12 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Other specialized services
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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.
Series 63, Series 65
Jackson, TN
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