Jeffrey Zurek is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1646 W. Snow Avenue, Suite 4, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the head coach for a middle school basketball team at St. John's Episcopal School. This activity takes a few hours per week, with minimal time spent during trading hours.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations16 states
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