JN
JN
Jeffrey Nydick
32 Years of Experience
Sarasota, FL
1 DisclosureBroker
Jeffrey Nydick is a registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 32 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
2 N. Tamiami Trail, Suite 804, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2005Denied
Other Business Activities
Jeffrey assists with overseeing HOA maintenance and budget for the Henley Homeowners Association since 2018. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
October 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - October 2020 · 11 yrs 7 mos
Wachovia Securities, LLC
March 2009 - March 2009 · 0 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - October 2020 · 11 yrs 7 mos
Citigroup Global Markets INC.
July 1993 - April 2009 · 15 yrs 9 mos
Citigroup Global Markets INC.Broker
July 1993 - April 2009 · 15 yrs 9 mos
Lehman Brothers INC.Broker
April 1993 - July 1993 · 3 mos
State Registrations16 states
CACOCTFLGAIDMAMDMEMINCNJNYOHTNVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.