Jeffrey Rhodes
Jeffrey Rhodes is a registered investment advisor at Ernst & Young Investment Advisers LLP, based in New York, NY, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
New York, NY
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a self-employed insurance producer. This activity requires a few hours per week.
Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Electronic Trading Group, LLCBroker
On-Site Trading, INC.Broker
Gold Country SecuritiesBroker
Cortlandt Capital CorporationBroker
Colin Winthrop & CO., INC.Broker
Goldis Financial Group, INC.Broker
Castle Securities CORP.Broker
A.J. Michaels & CO., LTD.Broker
State Registrations1 state
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.