Jiles draws from his 27-plus years of industry experience to craft personalized financial plans for each of his clients. Having lived and worked in numerous places overseas, he applies his distinct international perspective of the markets to carefully manage clients’ portfolios while assessing risk factors.
As an advisor, Jiles’ highest objective is to help his clients fulfill their near-term needs and long-term objectives while still relishing their day-to-day lives. Approachable and driven, Jiles empowers his clients by working to find answers to their questions and helping them remain in control of their financial lives.
Throughout his decades-long career, Jiles has worked for a number of well-known firms, including A.G. Edwards & Sons, Prudential Securities, Smith Barney and Wells Fargo Advisors. He also worked for Raymond James during several years in the ’90s, rejoining the firm in 2020 after finding its advisor- centric culture to be one of a kind.
Originally from Florida, Jiles lived in New York City for 10 years before moving back to his home state. He now resides in Anna Maria and enjoys making the most of life by the sea through water skiing, paddleboarding and beach trips with his four children, Cristin, Connor, Chloe and Jiles III.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.