Jeffrey Marzolf
Jeffrey Marzolf is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 36 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
Firm Size
IM Fee
Assets Under Management
Location
412 N. Cedar Bluff Road, Suite 101, Knoxville, TN, 37923
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2021Customer Dispute
May 1998Other Business ActivitiesSells Insurance
Jeffrey is the trustee of the Michael Walton Trust and trust protector for NYPTC for Matchulat Trusts, spending minimal time on each. He also owns Marzolf Investment Group, his support company, and Marzolf Investment Group, LLC, where he works with non-variable insurance products.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Painewebber IncorporatedBroker
Prudential Securities IncorporatedBroker
J.C. Bradford & CO.Broker
Shearson Lehman Hutton INC.Broker
State Registrations28 states
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.