JL
JL

Jeffrey Laborde

25 Years of Experience
Washington, DC
2 DisclosuresBroker

Jeffrey Laborde is a registered investment advisor at Raymond James & Associates, INC., based in Washington, DC, with 25 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

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

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1899 Pennsylvania Ave N, Ste 1000, Washington, DC, 20006

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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
July 2010
Denied
Customer Dispute
July 2001
Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2010 - Present · 16 yrs 6 mos
Raymond James & Associates, INC.Broker
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
March 2007 - April 2010 · 3 yrs 1 mo
E*trade Securities LLCBroker
October 2006 - April 2010 · 3 yrs 6 mos
Princor Financial Services CorporationBroker
December 2005 - October 2006 · 10 mos
Nevis Securities, LLCBroker
June 2005 - January 2006 · 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2001 - August 2003 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2001 - August 2003 · 1 yr 10 mos
UBS Painewebber INC.Broker
July 1999 - August 2001 · 2 yrs 1 mo
State Registrations16 states
CACODCFLGAMAMDMSNJNVNYOKPATXVAWA
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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