JG
CFP
JG
CFP

Jeffrey Gay

42 Years of Experience
York, PA
BrokerSells Insurance

Jeffrey Gay is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in York, PA, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1605 East Market Street, York, PA, 17403

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Jeffrey is involved in several business activities, including being a general partner in real estate partnerships, selling insurance products (life, medical, long-term care, and fixed annuities) since 1993, preparing taxes, and acting as a notary. He also serves as president of Market Street Financial & Political Consultants, LLC and co-owns Miller & Gay Investment Management.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
January 2000 - January 2009 · 9 yrs
Robert Thomas Securities, INCBroker
January 1993 - January 1999 · 6 yrs
Ifg Network Securities, INC.Broker
April 1991 - December 1992 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
January 1984 - May 1991 · 7 yrs 4 mos
Ids Financial Services INC.Broker
January 1984 - December 1986 · 2 yrs 11 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.