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Jeffery Shoop

32 Years of Experience
Center, TX
BrokerSells Insurance

Jeffery Shoop is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Center, TX, 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

220 Tenaha Street, Center, TX, 75935

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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 ActivitiesSells Insurance

Jeffery is involved in numerous business ventures, primarily related to real estate and business ownership. He also owns an insurance agency selling homeowners, auto, and commercial insurance, as well as fixed annuities, dedicating a few hours per week to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
July 2016 - Present · 10 yrs 2 mos
Previous Registrations
LPL Financial LLC
July 2002 - July 2016 · 14 yrs
LPL Financial LLCBroker
May 2002 - July 2016 · 14 yrs 2 mos
Edward JonesBroker
February 1994 - May 2002 · 8 yrs 3 mos
State Registrations10 states
CACOLAMOMTOKTXVAWIWY
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.
Jeffery Shoop - Financial Advisor | TrueAdvisor