Jeffrey Budd
Jeffrey Budd is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 35 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
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Assets Under Management
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Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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