JR
JR
Jeffrey Ragland
20 Years of Experience
Dallas, TX
1 DisclosureBroker
Jeffrey Ragland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 20 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
18333 Preston Rd, Ste 300, Dallas, TX, 75252
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2024Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2025 - Present · 11 mos
Raymond James Financial Services, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - June 2024 · 5 yrs 11 mos
Strategic Advisers LLC
August 2010 - July 2018 · 7 yrs 11 mos
Fidelity Brokerage Services LLCBroker
July 2004 - June 2024 · 19 yrs 11 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.