Jacque Metcalfe
Advisor Choice Consultant at Raymond James
Based in Tampa, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Tampa
Industry
Financial Services
Company size
19K
Contact information
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j•••••••@raymondjames.com
Phone
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Background
About Jacque Metcalfe
I help match financial advisor's career goals to one of five robust business models, each offering a distinct combination of independence and support. I began my career in financial planning 10 years ago when I joined the Asset Management Services group within Raymond James where I focused on developing deep relationships with financial advisors and helping their clients reach their short and long-term financial needs. I hold Series 7 and Series 66 licenses and earned the Accredited Investment Fiduciary (AIF) designation in 2018. I am a member of the Institute of Investment Management Consulting (IIMC) at Raymond James and have experience in asset allocation, manager selection and portfolio construction as well as financial planning and trust services.
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