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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Dakin is a financial advisor at Raymond James & Associates, Inc. with 32 years of experience in the financial services industry. Jeff has been with Raymond James since 2013 and has a history of working with large firms such as Morgan Stanley and Citigroup Global Markets Inc. Jeff is registered in 23 states and has a wide range of expertise in financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
05/10/2022 - Present
Raymond James & Associates, Inc. (COLUMBUS GA)
GA
06/01/2009 - 09/27/2013
MORGAN STANLEY (COLUMBUS GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS GA)
GA
11/21/1996 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
GA
09/03/1991 - 11/27/1996
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
IA
Issued 01/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1993
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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