JV
JV

Jeffrey Vernon

26 Years of Experience
Sperry, OK
1 DisclosureBroker

Jeffrey Vernon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sperry, OK, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9638 Tall Chief Cove Road, Sperry, OK, 74073

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 11 mos
Raymond James Financial Services, INC.
July 2016 - Present · 10 yrs
Raymond James Financial Services, INC.Broker
July 2016 - Present · 10 yrs
Previous Registrations
Edward Jones
January 2007 - August 2016 · 9 yrs 7 mos
Edward JonesBroker
May 1999 - August 2016 · 17 yrs 3 mos
State Registrations18 states
ALARAZCACOCTFLIAIDKSKYMEOHOKPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jeffrey Vernon - Financial Advisor | TrueAdvisor