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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

Jesse Kelin Giles

Advisor at RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Knoxville, TN

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Search this name across graphsid dfx:ria:c9f2d8f5-7a63-2d86-161e-091d2d7a7f01

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 29, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63|S65
First exam: Mar 29, 2007
First registration: Apr 10, 2007
Dual registered: yes, broker-dealer
Other names: JESSE GILES|JESSE K GILES
IAPD individual key: 5257743

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jun 12, 2024	n/a	yes	Knoxville, TN	Current employment
Cogentblue	Independent wealth	Jul 31, 2023	Dec 15, 2023	no	KNOXVILLE, TN	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Feb 13, 2013	Jan 12, 2015	no	KNOXVILLE, TN	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 9, 2010	Apr 25, 2012	no	KNOXVILLE, TN	Previous registration
EDWARD JONES	National bd RIA	Apr 10, 2007	Nov 10, 2010	no	ST LOUIS, MO\|La Follette, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Cogentblue	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Dec 15, 2023	Jun 12, 2024	180	Firm change	RIA to ibd
SSN ADVISORY, INC.	Cogentblue	Jan 12, 2015	Jul 31, 2023	3,122	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	SSN ADVISORY, INC.	Apr 25, 2012	Feb 13, 2013	294	Firm change	Other
EDWARD JONES	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 10, 2010	Nov 9, 2010	-1	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: current employment
Jun 12, 2024 to presentfactForm ADV
→ COGENTBLUERegistered adviserregistration: previous registration
Jul 31, 2023 to Dec 15, 2023factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Jan 12, 2015factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 9, 2010 to Apr 25, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 10, 2007 to Nov 10, 2010factForm ADV

Dated events

Occurred
Dec 15, 2023
Advisor changed firm
Jesse Kelin Giles left Cogentblue for Raymond James Financial Services Advisors, Inc (registered 2024-06-12)
Form ADVobserved 6 days ago