Jeffrey Alejandro
Jeffrey Alejandro is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cupertino, CA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
19200 Stevens Creek Blvd Suite 240, Cupertino, CA, 95014
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2007Other Business Activities
Jeffrey is an associate/employee at Addison Avenue Investment Services and First Tech Fed Credit Union, and an officer/president at ATS Wealth Circle and MJG Advisors, all related to financial or wealth management services, taking about half of Jeffrey's time or more for each. He is also a partner in his wife's skincare business, Mabel's Skincare, dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Addison Avenue Financial Partners, LLC
Essex National Securities, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
State Registrations16 states
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.