JZ
JZ

Jeffrey Zientara

18 Years of Experience
St. Petersburg, FL
Broker

Jeffrey Zientara is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 18 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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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 owns Hitokiri Studios LLC, which creates and edits video/audio content. He spends a few hours per week on this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2020 - Present · 5 yrs 11 mos
Raymond James & Associates, INC.
July 2020 - Present · 6 yrs
Raymond James & Associates, INC.
July 2020 - Present · 6 yrs
Raymond James Financial Services, INC.
July 2020 - Present · 6 yrs
Raymond James & Associates, INC.Broker
July 2020 - Present · 6 yrs
Raymond James Financial Services, INC.Broker
July 2020 - Present · 6 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
September 2018 - July 2020 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
September 2018 - July 2020 · 1 yr 10 mos
Global Financial Private Capital, LLC
January 2016 - June 2018 · 2 yrs 5 mos
G.F. Investment Services, LLCBroker
January 2016 - June 2018 · 2 yrs 5 mos
J.P. Morgan Securities LLC
June 2014 - January 2016 · 1 yr 7 mos
J.P. Morgan Securities LLCBroker
May 2014 - January 2016 · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
July 2009 - December 2013 · 4 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2009 - December 2013 · 4 yrs 7 mos
Morgan Stanley & CO. Incorporated
July 2007 - May 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
June 2007 - May 2009 · 1 yr 11 mos
State Registrations1 state
FL
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.