Jeffrey Zelin
Jeffrey Zelin is a registered investment advisor at Raymond James & Associates, INC., based in New Fairfield, CT, with 45 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
New Fairfield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey has a real estate salesperson license for personal use since 2013, requiring minimal time. He is also acting as an executor for his mother's will since 2020, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
Shearson Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
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