JT
JT
Jeffrey Tyler
28 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
Jeffrey Tyler is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 28 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
Loading...
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1990Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.
May 2020 - Present · 6 yrs 2 mos
Raymond James & Associates, INC.Broker
May 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services Advisors, INC
November 2017 - Present · 8 yrs 8 mos
Raymond James Financial Services, INC.
November 2015 - Present · 10 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2015 - Present · 10 yrs 8 mos
Previous Registrations
Raymond James & Associates, INC.Broker
August 2004 - March 2017 · 12 yrs 7 mos
Raymond James Financial Services, INC.Broker
April 2000 - August 2004 · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
March 1998 - April 2000 · 2 yrs 1 mo
State Registrations1 state
FL
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.