Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alexander Todd is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Before joining Raymond James, Jeffrey worked for WAMU INVESTMENTS, INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jeffrey is licensed to provide financial advice in several states and holds a variety of licenses and designations. Jeffrey is committed to helping his clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (ESCONDIDO CA)
CA
05/01/1998 - 11/17/2008
WAMU INVESTMENTS, INC. (ESCONDIDO CA)
CA
01/01/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
04/23/1992 - 01/14/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/01/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Todd is the right advisor for you? Invested Better is here to help.
