JP
JP

Jeffrey Pasche

42 Years of Experience
Traverse City, MI
Broker

Jeffrey Pasche is a registered investment advisor at Raymond James & Associates, INC., based in Traverse City, MI, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

13818 S West Bay Shore Drive, Traverse City, MI, 49684

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Jeffrey is a partner in Pasche Holdings LLC, managing rental real estate since 1989. He spends a few hours per week on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
October 2010 - Present · 15 yrs 7 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
August 1993 - May 1998 · 4 yrs 9 mos
First of Michigan CorporationBroker
May 1989 - August 1993 · 4 yrs 3 mos
Thomson Mckinnon Securities INC.Broker
December 1987 - May 1989 · 1 yr 5 mos
Integrated Resources Equity CorporationBroker
January 1984 - December 1987 · 3 yrs 11 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.