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CFP
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CFP

Jeffrey Hausinger

Raymond James Financial Services Advisors, INC
27 Years of Experience
Tampa, FL
2 DisclosuresBroker
View SEC Summary
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Jeffrey Hausinger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 N Tampa Street, Suite 3750, Tampa, FL, 33602

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History

Regulatory History (2)
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
June 2016
Denied
Employment Separation After Allegations
March 2010
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is the president of All Seasons Accounting Services, LLC, and the CEO of both All Seasons Wealth and Hausinger Financial, LLC. He is also a partner and investor in Next Level Brands, LLC, the parent company of three local restaurants.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2010 - Present · 16 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - April 2010 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2005 - April 2010 · 4 yrs 8 mos
VALIC Financial Advisors, INC.
April 2000 - August 2005 · 5 yrs 4 mos
VALIC Financial Advisors, INC.Broker
March 2000 - August 2005 · 5 yrs 5 mos
The Variable Annuity Marketing CompanyBroker
March 2000 - December 2001 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
June 1999 - January 2000 · 7 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.
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