Jeffrey Vitt
Jeffrey Vitt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newtown Square, PA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3475 West Chester Pike, Suite 250, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1996Other Business ActivitiesSells Insurance
Jeffrey sells non-variable insurance through Jeff Vitt and Triumph Partners, and also brokers group life, health, medical, and long-term care insurance. He is also an owner of Tower Financial Partners and Triumph Partners, and consults for Windsor E Recycling, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Ryan, Beck & CO., LLC.Broker
International Capital Growth LLCBroker
International Capital Growth, LTD.Broker
Dalton Kent Securities Group, INC.Broker
Raymond James Financial Services, INC.Broker
Bluestone Capital Partners, L.P.Broker
Laidlaw Equities, INC.Broker
Josephthal Lyon & Ross IncorporatedBroker
Hanover, Sterling & Company LTD.Broker
Gkn Securities CORP.Broker
Advest, INC.Broker
Gruntal & CO. IncorporatedBroker
State Registrations37 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.