JF
JF

Javier Ferreira

24 Years of Experience
Coral Gables, FL
Broker

Javier Ferreira is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 24 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Javier owns residential real estate property since 2004. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2021 - Present · 5 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2016 - April 2021 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2016 - April 2021 · 5 yrs 1 mo
UBS Financial Services INC.
January 2010 - March 2016 · 6 yrs 2 mos
UBS Financial Services INC.Broker
January 2010 - March 2016 · 6 yrs 2 mos
UBS International INC.
October 2008 - January 2010 · 1 yr 3 mos
UBS International INC.Broker
September 2005 - January 2010 · 4 yrs 4 mos
Wachovia Securities, LLCBroker
April 2004 - May 2005 · 1 yr 1 mo
Abn Amro Financial Services, INC.Broker
July 2001 - April 2004 · 2 yrs 9 mos
State Registrations17 states
AZCACTDCDEFLGAILMAMDNCNVNYORTXUTVA
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.