JD
JD
Jerome Dattel
55 Years of Experience
Gulfport, MS
2 DisclosuresBroker
Jerome Dattel is a registered investment advisor at Raymond James & Associates, INC., based in Gulfport, MS, with 55 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
1105 30th Ave, Suite 201, Gulfport, MS, 39571
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2009Withdrawn
Customer Dispute
April 1987Settled
Other Business Activities
Jerome is a member of Stowaway BNA-1 Investors, LLC, a personal/private investment company, since 2016. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 5 mos
Previous Registrations
Morgan Keegan & Company, INC.
February 2005 - February 2013 · 8 yrs
Morgan Keegan & Company, INC.Broker
August 1998 - February 2013 · 14 yrs 6 mos
Legg Mason Wood Walker, IncorporatedBroker
August 1990 - August 1998 · 8 yrs
Smith Barney, Harris Upham & CO., IncorporatedBroker
May 1989 - August 1990 · 1 yr 3 mos
Drexel Burnham Lambert IncorporatedBroker
January 1977 - May 1989 · 12 yrs 4 mos
Drexel Burnham & CO. IncorporatedBroker
February 1976 - January 1977 · 11 mos
Drexel Burnham & CO. IncorporatedBroker
May 1970 - February 1976 · 5 yrs 9 mos
State Registrations14 states
ALCAFLGAILLAMSNCNMNYSCTXUTVA
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.