JV
JV

Jeffrey Votruba

35 Years of Experience
Grand Rapids, MI
Broker

Jeffrey Votruba is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, 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
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
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Location

100 Crahen Ave NE, Suite 200, Grand Rapids, MI, 49525

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2022 - Present · 3 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
The Huntington Investment CompanyBroker
October 2021 - February 2022 · 4 mos
Huntington Financial Advisors
October 2021 - February 2022 · 4 mos
Cetera Investment Advisers LLC
April 2019 - October 2021 · 2 yrs 6 mos
Cetera Investment Services LLCBroker
April 2019 - October 2021 · 2 yrs 6 mos
Citizens Securities, INC.
March 2017 - March 2019 · 2 yrs
Citizens Securities, INC.Broker
March 2017 - March 2019 · 2 yrs
Fifth Third Securities, INC.
June 2012 - March 2017 · 4 yrs 9 mos
Fifth Third Securities, INC.Broker
June 2012 - March 2017 · 4 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - June 2012 · 3 yrs
Morgan Stanley Smith Barney LLC
June 2009 - June 2012 · 3 yrs
Citigroup Global Markets INC.
December 2008 - June 2009 · 6 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO., Incorporated
April 2007 - August 2007 · 4 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - August 2007 · 4 mos
Morgan Stanley
December 2004 - April 2007 · 2 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 2000 - April 2007 · 7 yrs 3 mos
Olde Discount CorporationBroker
November 1989 - January 2000 · 10 yrs 2 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.