Jeffrey Cole
Jeffrey Cole is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 13 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
Firm Size
IM Fee
Assets Under Management
Location
880 Carillon Parkway, Saint Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a committee member for the First United Methodist Church, reviewing finances and budgets. He dedicates minimal time to this activity and no investment advice is given.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations5 states
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