Jeffrey Locker
Jeffrey Locker is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 17 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
1501 W Cleveland Street Ste 230, Tampa, FL, 33606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a partner in 1501 Cleveland Group LLC, which owns an office condo, and co-owns CrossBay WM LLC to facilitate a real estate lease. He also holds power of attorney for two individuals, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations15 states
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