Jerry Willenborg
Jerry Willenborg is a registered investment advisor at Raymond James & Associates, INC., based in Weston, FL, with 38 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2893 Executive Park Drive, Suite 305, Weston, FL, 33331
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jerry is a partner in North Shore Tech Farms LLC since 2020 and owns rental properties through Shore Brothers LLC, Willenborg Family LLC, and Willenborg Properties LLC. He dedicates minimal time to these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
J. B. Hanauer & CO.Broker
State Registrations38 states
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