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Jeffrey Schoff

3 Years of Experience
Wilmington, DE
Broker

Jeffrey Schoff is a registered investment advisor at Raymond James & Associates, INC., based in Wilmington, DE, 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
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

Bellevue Park Corporate Center, 200 Bellevue Parkway-Suite 425, Wilmington, DE, 19809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey serves in the Army Reserve, dedicating about 10-20% of his time to this activity, with a few hours per week occurring during trading hours. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
State Registrations24 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.