GJ
GJ
Geoffrey Japchen
35 Years of Experience
Doylestown, PA
1 DisclosureBroker
Geoffrey Japchen is a registered investment advisor at Raymond James & Associates, INC., based in Doylestown, 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 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
2003 S. Easton Road, Suite 100, Doylestown, PA, 18901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2003Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.
September 2020 - Present · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - September 2020 · 17 yrs 2 mos
Wells Fargo Clearing Services, LLC
July 2003 - September 2020 · 17 yrs 2 mos
Prudential Securities Incorporated
December 2000 - July 2003 · 2 yrs 7 mos
Prudential Securities IncorporatedBroker
December 2000 - July 2003 · 2 yrs 7 mos
First Union Securities, INC.Broker
October 1999 - December 2000 · 1 yr 2 mos
First Union Capital Markets CORP.Broker
November 1995 - October 1999 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1991 - November 1995 · 4 yrs 10 mos
State Registrations14 states
AZCACODEFLIAILMDMENCNJNYPASC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.