Jeffrey Nau
Jeffrey Nau is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, VA, 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
20 W. Market Street, Suite 102, Leesburg, VA, 20176
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a senior partner at Goetzman Nau Financial Partners, LLC and owner of Nau Team Six, LLC, both support companies. He also owns a vacation rental property, HHI Rental 2 - Surf Scoter, dedicating a few hours per week to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations36 states
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