TrueAdvisor
TrueAdvisor
JG
JG

Jeffrey Gouhin

Raymond James & Associates, INC.
33 Years of Experience
Dublin, OH
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jeffrey Gouhin is a registered investment advisor at Raymond James & Associates, INC., based in Dublin, OH, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6745 Longshore St, Suite 220, Dublin, OH, 43017

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is an advisory board member for Easter Seals of Central & Southeast Ohio, a non-profit charitable organization, since 2018. He dedicates minimal time to this role, assisting with the organization's advancement.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1996 - October 2022 · 25 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1996 - October 2022 · 25 yrs 10 mos
Prudential Securities IncorporatedBroker
May 1993 - January 1997 · 3 yrs 8 mos
State Registrations11 states
CAFLILMINCNVOHOKSCTNWV
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.
More Advisors
More financial advisors in Dublin, OH →All financial advisors in Ohio →