Jeffrey Torok
Jeffrey Torok is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Munster, IN, with 10 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
9410 Calumet Ave Ste 403, Munster, IN, 46321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey officiates high school basketball, dedicating a few hours per week. He also serves as Vice President at GFI Wealth Partners and CEO at JDT Wealth Management, spending about half his time or more on each role, providing financial planning and services.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
State Registrations17 states
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