JP
JP

Jeffrey Porasik

38 Years of Experience
Racine, WI
Broker

Jeffrey Porasik is a registered investment advisor at Raymond James & Associates, INC., based in Racine, WI, 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
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
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Location

245 Main Street, Suite 301, Racine, WI, 53403

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2003 - April 2018 · 15 yrs 3 mos
Wells Fargo Clearing Services, LLC
January 2003 - April 2018 · 15 yrs 3 mos
RBC Dain Rauscher INC.
October 2002 - February 2003 · 4 mos
RBC Dain Rauscher INC.Broker
March 1998 - February 2003 · 4 yrs 11 mos
Dain Rauscher IncorporatedBroker
October 1991 - March 1998 · 6 yrs 5 mos
Invest Financial CorporationBroker
August 1988 - October 1991 · 3 yrs 2 mos
The Milwaukee CompanyBroker
January 1988 - August 1988 · 7 mos
State Registrations26 states
ALAZCACOFLGAILINKYMAMDMIMNMONCNJNYOHOKORPASCTXVAWAWI
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.