Jeffrey Fields
Jeffrey Fields is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, KY, with 31 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
Firm Size
IM Fee
Assets Under Management
Location
Lexington, KY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Vice President at Central Investment Center Inc. and Central Bank & Trust Co., spending about half his time at each. He also co-writes a book and participates in a podcast, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Prudential Securities IncorporatedBroker
State Registrations25 states
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