Jeffrey Coffman
Jeffrey Coffman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Temple, TX, with 27 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
16 E Avenue N, Suite 203B, Temple, TX, 76501
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Regulatory History (2)
Customer Dispute
November 2012Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Jeffrey is an agent for Lion Street Private Client Group, selling LIRP insurance, dedicating a few hours per week. He is also an independent contractor for Oak Crest Advisors, working more than half-time as a financial advisor, and an officer/president of The Coffman Financial Group, LLC, working about a quarter of his time as a financial advisor.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations5 states
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.