JD
JD

Jeff Dakin

34 Years of Experience
Columbus, GA
Broker

Jeff Dakin is a registered investment advisor at Raymond James & Associates, INC., based in Columbus, GA, with 34 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

260 Brookstone, Centre Parkway, Columbus, GA, 31904

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
September 2013 - Present · 12 yrs 8 mos
Raymond James & Associates, INC.
September 2013 - Present · 12 yrs 8 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - September 2013 · 4 yrs 3 mos
Morgan Stanley
June 2009 - September 2013 · 4 yrs 3 mos
Citigroup Global Markets INC.
March 2003 - June 2009 · 6 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2002 - June 2009 · 7 yrs 5 mos
The Robinson-Humphrey Company, LLCBroker
November 1996 - January 2002 · 5 yrs 2 mos
Synovus Securities, INC.Broker
September 1991 - November 1996 · 5 yrs 2 mos
State Registrations24 states
ALARCACODCFLGAIAIDINKSLAMAMNMOMTNCNYOKORSCTXVAWA
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.