Jeffrey Purdon
Jeffrey Purdon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1360 Caduceus Way, Bldg 800, Ste 101, Watkinsville, GA, 30677
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Regulatory History
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 an instructor/teacher at the Community Assistance Center (CAC) education program in Sandy Springs, GA since January 2023. He teaches a 2-hour class providing an overview of personal financial planning/budgeting, dedicating minimal time each month and is not compensated.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Painewebber INC.Broker
J.C. Bradford & CO.Broker
Citizens and Southern Securities CorporationBroker
The Robinson-Humphrey Company INC.Broker
First Southeastern CompanyBroker
State Registrations21 states
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
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