Jeffrey Driscoll
Jeffrey Driscoll is a CFP-designated registered investment advisor at The Driscoll Group, INC., based in Jacksonville, FL, with 11 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee Estimator
Location
8825 Perimeter Park Blvd, Suite 604, Jacksonville, FL, 32216-1122
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is the owner of JDRISC Financial LLC, a holding company for tax purposes, and co-owner of The Driscoll Group Inc., an independent RIA. He dedicates minimal time to these activities.
Employment History
Current Registrations
The Driscoll Group, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations25 states
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.