JL
JL

Jeffrey Little

4 Years of Experience
Gadsden, AL
Broker

Jeffrey Little is a registered investment advisor at Raymond James & Associates, INC., based in Gadsden, AL, with 4 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1907 Rainbow Drive, Gadsden, AL, 35901

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey is a minority owner of 4J Holdings LLC, a rental real estate company, since 2021. He spends minimal time on this activity and has no decision-making responsibilities.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2021 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.Broker
November 2021 - Present · 4 yrs 6 mos
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.