Jeffrey Askins
Jeffrey Askins is a CFP-designated registered investment advisor at Synovus Securities, INC., based in Port Charlotte, FL, with 26 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, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 12,411 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.46% |
| $500K - $1.0M | 1.36% |
| $1.0M - $2.0M | 1.26% |
| $2M+ | 1.16% |
Rates reflect the Advisor Directed Program schedule (highest standard SSI retention rate among main programs). Fees vary across different programs (such as SMA, Strategist, UMA) which also include subadviser and platform fees. Fees are negotiable.
Fee Estimator
Location
1255 Tamiami Trail, Port Charlotte, FL, 33953
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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 a board member of the Tallahassee Regional Estate Planning Council and the Tallahassee Symphony Orchestra, and treasurer for the Kiwanis Club of Tallahassee. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Synovus Securities, INC.Broker
Synovus Securities, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Moors & Cabot, INC
Moors & Cabot, INC.Broker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Equity Services, INC.Broker
State Registrations17 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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