Jeffrey Winkler
Jeffrey Winkler is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a partner in Seneca Hawthorne Holdings, LLC, an LLC for a fitness facility in Detroit, Michigan, since 2020. He provides financial funding and has minimal involvement, dedicating a few hours per week to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ladenburg Capital Management INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
State Registrations39 states
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