JF
CFP · ChFC
JF
CFP · ChFC

Jeremiah Fitzgibbons

34 Years of Experience
Washington, DC
Broker

Jeremiah Fitzgibbons is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

801 17th Street NW, Suite 310, Washington, DC, 20006

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.
March 2025 - Present · 1 yr 2 mos
Raymond James & Associates, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2014 - February 2025 · 10 yrs 5 mos
Plymouth Real Estate Capital, LLCBroker
October 2011 - July 2014 · 2 yrs 9 mos
Taurus Capital Funding, LLCBroker
September 2010 - October 2011 · 1 yr 1 mo
Brookwood Securities Partners, L.P.Broker
December 2008 - August 2010 · 1 yr 8 mos
Banc of America Securities LLCBroker
May 2005 - June 2006 · 1 yr 1 mo
Jefferies & Company, INC.Broker
November 2004 - March 2005 · 4 mos
Bonds Direct Securities LLCBroker
September 2004 - November 2004 · 2 mos
Keefe, Bruyette & Woods, INC.Broker
October 2002 - October 2003 · 1 yr
Sovereign Securities Corporation, LLCBroker
October 2001 - October 2002 · 1 yr
Prudential Securities IncorporatedBroker
June 1996 - November 2000 · 4 yrs 5 mos
Hsbc Securities, INC.Broker
December 1994 - June 1996 · 1 yr 6 mos
Kidder, Peabody & CO. IncorporatedBroker
July 1993 - October 1994 · 1 yr 3 mos
Prudential Securities IncorporatedBroker
April 1987 - June 1993 · 6 yrs 2 mos
State Registrations12 states
CTDCFLGAMANHNJORTNTXVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.