Winston Jefferson
Winston Jefferson is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 3 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
200 Crescent Court, Suite 500, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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