JT
JT

Jay Timberlake

26 Years of Experience
Largo, FL
Broker

Jay Timberlake is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Largo, FL, 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

10785 Seminole Blvd., Largo, FL, 33778

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
LPL Financial LLC
March 2010 - February 2016 · 5 yrs 11 mos
LPL Financial LLCBroker
March 2010 - February 2016 · 5 yrs 11 mos
Gunnallen Financial, INC
February 2009 - March 2010 · 1 yr 1 mo
Gunnallen Financial, INCBroker
February 2009 - March 2010 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley
June 1999 - April 2007 · 7 yrs 10 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2007 · 7 yrs 11 mos
State Registrations13 states
ARFLGAINMDMINJNYOHPASDTXVA
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.
Jay Timberlake - Financial Advisor | TrueAdvisor