Jeffrey Stein
Jeffrey Stein is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 40 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
Firm Size
IM Fee
Assets Under Management
Location
Scottsdale, AZ
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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 ActivitiesSells Insurance
Jeffrey is an owner of Argentum Financial Partners, LLC, and also acts as an agent for non-variable insurance through the same company. He also serves as a board member and on finance/investment committees for a charity, and holds power of attorney for a cousin.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Bannon & Whitney, INC.Broker
Main Street Management CompanyBroker
Manequity, INC.Broker
State Registrations33 states
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