Jeffrey Winn is a registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,588 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fees are charged at an annual rate up to 3.00% depending on the size of the relationship, transaction fee arrangements, and service complexity. Fees are negotiated between the client and the advisor.
Fee Estimator
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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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 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
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Five X Securities, INCBroker
International Assets Investment Management, LLC
Janney Montgomery Scott LLCBroker
International Assets Advisory CorporationBroker
State Registrations51 states
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
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