JH
JH

Jeffrey Hays

20 Years of Experience
Chandler, AZ
Broker

Jeffrey Hays is a registered investment advisor at Raymond James & Associates, INC., based in Chandler, AZ, 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
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

1490 S Price Rd, Suite 308, Chandler, AZ, 85286

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2021 - Present · 5 yrs 3 mos
Raymond James & Associates, INC.Broker
May 2013 - Present · 13 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - May 2013 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
State Registrations23 states
ALAZCACOCTDEFLGAIDMAMIMNNCNENMNVOKORTXUTVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.