Jan Grobstein
Jan Grobstein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boca Raton, FL, 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
301 Yamato Road, Suite 3160, Boca Raton, FL, 33431
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
Jan is a principal of Advisory Services of Delray Beach, LLC and an independent contractor for Arthur Rottenstein, LLC, both support companies. Jan also works as a sales agent for United American Insurance, dedicating minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations15 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.