Jeffrey Sgroi
Jeffrey Sgroi is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Aspen, CO, 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
617 West Main Street, Suite Il, F & G, Aspen, CO, 81611
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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.
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Jeffrey is involved in several business activities, including being an agent for 617 West Main Bruin LLC, an officer for 617 West Main Street Professional Building, a shareholder of High Country Financial Advisors, Inc, and the sole member of JAS Capital, LLC, which owns and leases office spaces. These activities require minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
State Registrations30 states
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