TrueAdvisor
TrueAdvisor
JT
JT

Jeffrey Tennyson

Raymond James Financial Services Advisors, INC
25 Years of Experience
Leesburg, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jeffrey Tennyson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Leesburg, GA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

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

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

192 Oakland Parkway, Suite A, Leesburg, GA, 31763

Get directions

History

Regulatory History (1)
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
October 2010
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is a business owner and advisor on residential construction, officer of GrandVille LLC (a band for his sons), owner of JGT Tennyson Wealth Management (entity receiving compensation from Raymond James Financial Services), and musician in a country band. He is also the president and managing partner of Tennyson Phillips Wealth Management, dedicating about half his time to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2023 - Present · 3 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Raymond James & Associates, INC.
October 2015 - April 2023 · 7 yrs 6 mos
Raymond James & Associates, INC.Broker
October 2015 - April 2023 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - October 2015 · 7 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - October 2015 · 7 yrs 8 mos
Morgan Keegan & Company, INC.
January 2003 - February 2008 · 5 yrs 1 mo
Morgan Keegan & Company, INC.Broker
October 2001 - February 2008 · 6 yrs 4 mos
Wachovia Securities, INC.Broker
November 2000 - November 2001 · 1 yr
State Registrations20 states
ALARAZCACOFLGAMSNCNMNYOKSCTNTXVAWAWIWVWY
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.
More Advisors
  • Tina Kozuch
    Raymond James Financial Services Advisors, INC
More financial advisors in Leesburg, GA →All financial advisors in Georgia →