JC
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Jeffrey Combs

30 Years of Experience
Fairmount, IN
Broker

Jeffrey Combs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fairmount, IN, with 30 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

102 S Main St, Fairmount, IN, 46928

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey works as a financial advisor for First Farmers and First Farmers Investment Group. These roles take up about half of Jeffrey's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2018 - Present · 7 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
AXA Advisors, LLC
October 2017 - March 2018 · 5 mos
AXA Advisors, LLCBroker
September 2016 - March 2018 · 1 yr 6 mos
Fifth Third Securities, INC.Broker
March 2016 - March 2016 · 0 mos
Vanguard Marketing CorporationBroker
November 1999 - November 2015 · 16 yrs
Vanguard Marketing CorporationBroker
March 1995 - October 1999 · 4 yrs 7 mos
Fidelity Brokerage Services, INC.Broker
December 1991 - December 1992 · 1 yr
State Registrations9 states
AZFLGAIDINMIOHTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.