Jeffrey Budd
Jeffrey Budd is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 36 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Union Brokerage Services, INC.Broker
Marketing One Securities, INC.Broker
Olde Discount CorporationBroker
Josephthal Lyon & Ross IncorporatedBroker
Thomas James Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Princeton Financial Group, INC.Broker
Mlb Investments, LTD.Broker
State Registrations6 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.
Exams
More Advisors
- Thomas Graf, CFPRaymond James & Associates, INC.
- Christopher Hanly, CFPRaymond James & Associates, INC.
- Valerie VinbaytelRaymond James & Associates, INC.
- David Colin, CFPRaymond James & Associates, INC.
- Cristina Curiale, CFPRaymond James & Associates, INC.
- Cassandra BiehlRaymond James & Associates, INC.