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Jeffrey Stoll

39 Years of Experience
Massillon, OH
Broker

Jeffrey Stoll is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Massillon, OH, with 39 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2070 Wales Road Ne, Massillon, OH, 44646

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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.

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Other Business Activities

Jeffrey owns oil wells on existing property since 2017 and is the sole owner of Stoll Financial Group LLC, which pays for office expenses. Both activities require minimal time and are not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
April 1991 - Present · 35 yrs 1 mo
Previous Registrations
Raymond James Financial Services
October 1999 - January 2009 · 9 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
February 1987 - May 1991 · 4 yrs 3 mos
State Registrations27 states
AZCACODEFLGAILINKSMAMDMIMNNCNJNYOHOKPASCTNTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jeffrey Stoll - Financial Advisor | TrueAdvisor