Jeffrey Kikoler
Jeffrey Kikoler is a CFA, CFP-designated registered investment advisor at Golden Road Advisors LLC, based in Tampa, FL, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 248 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Location
615 W. De Leon St, Tampa, FL, 33606
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a licensed insurance agent, focusing on insurance sales and implementing insurance recommendations. This activity is not investment-related.
Employment History
Current Registrations
Golden Road Advisors LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wma Securities, INC.Broker
Stellar Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.