WebA proud graduate of Florida State University, Jeff has worked as a financial Advisor since February of 1999 at Morgan Stanley, AIG, and Merrill Lynch, before affiliating with Raymond James.... WebThe two primary investment strategies are Dynamic Asset Allocation and Strategic Asset Allocation. Both strategies employ a diversified investment approach built around Modern- and Post-Modern Portfolio Theory for various risk tolerances, total return goals, and income needs. Learn more.
James Lunshof - Mortgage Trading - Rothesay LinkedIn
WebIn addition, Jeff is also a CFA® (Chartered Financial Analyst ®) Charterholder and is an active member of the CFA Society of Los Angeles. He holds the Series 7, 9, 10, and 66 securities licenses. In the community, Jeff serves on the Investment Policy Advisory Committee for the City of Palos Verdes Estates. WebJeffrey Small, CFP® [email protected] (918) 858-2790 Taylor Bennett, MBA [email protected] (918) 858-2814 Investment Management Andrew Steinmetz, CFA, MBA [email protected] 918-858-2810 Client Services Education & Marketing Jodi Rahm [email protected] (918) 858-2801 … otterbox for cell phones
Jeffrey Groves - New York City Metropolitan Area - LinkedIn
WebApr 12, 2024 · Jeff Sharman: 421 Penbrooke Drive, Suite 11A // Penfield, NY 14526-2045; T 585.364.3249; F 585.598.3688; Maps and Directions Maps and Directions; Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for … WebRaymond James Ltd. 6 years 7 months Associate Vice President Dec 2024 - Present1 year 5 months Vancouver, British Columbia, Canada Manager, … WebAt Raymond James Jeff is able to address the full spectrum of your financial needs, including but not limited to retirement and retirement income planning, estate, trust and … otterbox for galaxy a71 5g