JF
JF

Jacob Fedor

26 Years of Experience
Madison, IN
1 DisclosureBroker

Jacob Fedor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Madison, IN, 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

501 Clifty Dr, Madison, IN, 47250

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History

Regulatory History (1)
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Customer Dispute
August 2022
Denied
Other Business Activities

Jacob works as a financial advisor for First Financial Bancorp and Yellow Cardinal Brokerage Services, dedicating about half of his time to each. He also has a personal investment in Senninger Plumbing, requiring minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - June 2009 · 1 yr 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - June 2009 · 1 yr 5 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2008 · 7 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
March 2000 - January 2008 · 7 yrs 10 mos
State Registrations15 states
ALFLIDILINKYMIMOMSOHOKPASCTXWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jacob Fedor - Financial Advisor | TrueAdvisor