JK
JK

Jeffrey Kirkhoff

31 Years of Experience
Greenwood, IN
Broker

Jeffrey Kirkhoff is a registered investment advisor at Raymond James & Associates, INC., based in Greenwood, IN, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1530 American Way, Suite 230, Greenwood, IN, 46143

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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 Activities

Jeffrey is a basketball coach for St. Barnabas School since 1992 and an assistant girls basketball coach for Clark Pleasant School Corporation since 2021, dedicating about 10-20% of his time. He also coaches baseball for Edgewood Little League since 1999.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2001 - Present · 25 yrs 1 mo
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
June 1994 - May 1998 · 3 yrs 11 mos
State Registrations17 states
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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.
Jeffrey Kirkhoff - Financial Advisor | TrueAdvisor