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Jeffrey Joiner

32 Years of Experience
Danville, KY
Broker

Jeffrey Joiner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danville, KY, 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 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

306 West Main St, Danville, KY, 40422

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is a Vice President at Farmers National Bank since 2004 and at FNB Investment Services since 2019, spending about half his time or more on each. He also serves on the finance/investment committee and as a Deacon/Trustee for First Christian Church of Danville, dedicating minimal time to these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
December 2007 - Present · 18 yrs 7 mos
Previous Registrations
Raymond James Financial Services
December 2007 - January 2009 · 1 yr 1 mo
Primevest Financial Services, INC.
February 2004 - December 2007 · 3 yrs 10 mos
Primevest Financial Services, INC.Broker
February 2004 - December 2007 · 3 yrs 10 mos
Morgan Keegan & Company, INC.Broker
August 1997 - February 2004 · 6 yrs 6 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
November 1993 - September 1997 · 3 yrs 10 mos
State Registrations35 states
ALARAZCACOCTDCFLGAIDILINKYLAMDMIMNMOMSMTNCNJNVNYOHOKORPAPRSCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.