Jeffrey Atlas
Jeffrey Atlas is a registered investment advisor at Raymond James & Associates, INC., based in Stuart, FL, with 29 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.
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IM Fee
Assets Under Management
Fee Structure
Location
309 S.E. Osceola Street, Suite 300, Stuart, FL, 34994
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Nationwide Advisory Services, INC.Broker
State Registrations41 states
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