Jeffrey Vinsonhaler
Jeffrey Vinsonhaler is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grass Valley, CA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
305 Neal St., Grass Valley, CA, 95945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey works as a financial advisor for Tri Counties Bank, spending about half of his time in this role. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Umpqua Investments, INC.
Umpqua Investments, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations15 states
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