JW
JW

Jeffrey Gerald Winn

32 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
25 advisors
Number of Clients
1,376 clients
Average Client Portfolio
$246K average
Assets Under Management
$338.1M

Fee Structure

Minimum Investment:$50K
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Location

111 North Orange Avenue, Suite 1000, Orlando, FL, 32801

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey is the CEO, President, and Partner of Winn Partners Financial Group, an investment-related DBA, and an advisor with International Assets Investment Management LLC. He also owns rental properties, is an investment advisor with Global Assets Advisory, LLC, owns 4 Winns LLC and Summit Solitude LLC, is an advisory board member with Stansberry Asset Management, and is a consultant with Winn Management Group.

Employment History
Current Registrations
Global Assets Advisory, LLC
May 2019 - Present · 6 yrs 9 mos
International Assets Investment Management, LLC
August 2007 - Present · 18 yrs 6 mos
International Assets Advisory, LLCBroker
March 2002 - Present · 23 yrs 11 mos
Previous Registrations
Five X Securities, INCBroker
July 2008 - January 2009 · 6 mos
International Assets Investment Management, LLC
August 2007 - December 2015 · 8 yrs 4 mos
Janney Montgomery Scott LLCBroker
October 1999 - April 2002 · 2 yrs 6 mos
International Assets Advisory CorporationBroker
July 1993 - November 1999 · 6 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.