Jeffrey Breit
Jeffrey Breit is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Antigo, WI, 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
815 Superior Street, Antigo, WI, 54409
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the owner of JTTM Ventures, an LLC for rental properties, dedicating about 10-20% of his time to it. He is also a branch owner/advisor for Pinnacle Wealth Management Group, but spends no time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations19 states
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