JP
CFP
JP
CFP

Jeffrey Painter

21 Years of Experience
Knoxville, TN
Broker

Jeffrey Painter is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Knoxville, TN, with 21 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

11400 Parkside Drive, Suite 200, Knoxville, TN, 37934

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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

Jeffrey is the future executor for relatives, a non-investment related activity since 2009. This requires minimal time.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2016 - Present · 9 yrs 6 mos
Raymond James & Associates, INC.
November 2016 - Present · 9 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
April 2009 - November 2016 · 7 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, LLCBroker
March 2009 - November 2016 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2004 - April 2009 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2004 - April 2009 · 4 yrs 6 mos
State Registrations22 states
AKALCACOFLGAIAILINKYMDMINCNVNYOHOKPASCTNTXVA
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.