Jeffrey Metzger
Jeffrey Metzger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Baton Rouge, LA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4757 Millwood Dr, Baton Rouge, LA, 70817
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Jeffrey works as an Assistant Representative at Mitchen Wealth Management, a financial firm, dedicating nearly full-time hours to assisting advisors with various administrative and client-related tasks. He also works as a bartender at Rally Cap Brewing Company for a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.