Jeffrey Sloan
Jeffrey Sloan is a CFP, ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Conshohocken, PA, with 29 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.
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IM Fee
Assets Under Management
Fee Structure
Location
300 Conshohocken State Rd, Ste 400, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations24 states
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