JS
CFP
JS
CFP
Jerald Seebol
37 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Jerald Seebol is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, with 37 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
245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2000Denied
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
May 2025 - Present · 1 yr
Raymond James & Associates, INC.
May 2025 - Present · 1 yr
Previous Registrations
Morgan StanleyBroker
June 2009 - May 2025 · 15 yrs 11 mos
Morgan Stanley
June 2009 - May 2025 · 15 yrs 11 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
October 1989 - July 1993 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - November 1989 · 1 mo
Kidder, Peabody & CO. IncorporatedBroker
March 1989 - November 1989 · 8 mos
State Registrations31 states
ALCACOCTDCDEFLGAIAILINLAMAMDMIMOMSNCNHNJNVNYPASCTNTXUTVAVTWAWI
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.