Jeffrey Odum
Jeffrey Odum is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lexington, TN, 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
18 S. Main Street, Lexington, TN, 38351
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey works as a financial advisor and DBA for FirstBank and FirstBank Investment Partners, dedicating about half of his time to these roles. He also works part-time as an agent offering non-variable insurance through FirstBank Insurance Inc., spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations23 states
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