Joseph Jeeves
Joseph Jeeves is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marquette, MI, with 14 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
105 South Lakeshore Boulevard, Marquette, MI, 49855
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a partner in Fresh Coast Development Group, LLC, a rental real estate business, dedicating minimal time to maintenance. He also works as a financial advisor for Mark Aho Financial Group, spending about half his time meeting with clients, executing trades, and conducting review meetings.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations34 states
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