JD
JD
Jeffrey Dickinson
38 Years of Experience
New Smyrna Beach, FL
3 DisclosuresBroker
Jeffrey Dickinson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Smyrna Beach, 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 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
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Location
3314 S Atlantic Ave, New Smyrna Beach, FL, 32169
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2002Settled
Customer Dispute
January 2002Settled
Customer Dispute
November 1996Settled
Other Business Activities
Jeffrey is the owner of Dickinson Wealth Services since 1999. He spends about half his time on this activity, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 1999 - Present · 27 yrs 2 mos
Previous Registrations
Raymond James Financial Services
March 1999 - October 2009 · 10 yrs 7 mos
Prudential Securities IncorporatedBroker
April 1993 - April 1999 · 6 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1990 - April 1993 · 2 yrs 9 mos
Lehman Brothers INC.Broker
March 1990 - August 1990 · 5 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
February 1988 - March 1990 · 2 yrs 1 mo
State Registrations15 states
CACOCTFLGAMAMDNCNJOHPASCTNVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.