Jeffrey Solomon
Jeffrey Solomon is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Salt Lake City, UT, with 22 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
2091 E 1300 S, Suite 101, Salt Lake City, UT, 84108
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Jeffrey is an agent recommending various life insurance products through Allegis since 2015, dedicating a few hours per week. He also owns rental real estate and spends about half his time as a financial advisor and branch manager for Solomon Financial Advisors, Inc.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations26 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.