4211 W. Boy Scout Blvd., Suite 800, Tampa, FL, 33607
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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 →Jeffrey is a registered investment advisor with The Baldwin Group Wealth Advisors, LLC, taking nearly a full-time commitment. He is also a registered representative with Equitable Advisors, LLC, spending about 10-20% of his time, and an independent insurance agent offering insurance products to consumers and clients, dedicating a few hours per week.