Jeffrey Stern
Jeffrey Stern is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Sarasota, FL, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Sarasota, FL
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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.
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Jeffrey volunteers for Wings for Widows, a non-profit organization, providing pro bono financial planning services. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Jhs Capital Advisors, INC.
Jhs Capital Advisors, INC.Broker
Signator Investors, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations27 states
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