Jeffrey Schrepferman
Jeffrey Schrepferman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Powell, OH, with 26 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
7560 Sawmill Parkway, Suite E, Powell, OH, 43065
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a 50% owner of an office condo through AFK Partners, LLC, and a partner in KMS Partners, LLC, a support company covering office expenses. He also owns JDS Financial LLC, a pass-through entity, dedicating about half of his time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations32 states
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