Jeffrey Betros
Jeffrey Betros is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 12 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
9995 Gate Parkway N, Suite 300, Jacksonville, FL, 32246
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a partner in Betros Property 1 LLC and Betros Property 2 LLC, both investment properties, but he is a silent partner with minimal time commitment. He is also an officer (CEO) of Coastal Oak Wealth Advisors and JSBII Wealth Management LLC, both support companies, with minimal time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Pacer Financial, INC.Broker
Pacer Advisors, INC.
Fisher Investments
Wells Fargo Funds Management, LLC
Wells Fargo Funds Distributor, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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