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Jeffrey Gerald Winn

International Assets Investment Management, LLC

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About Jeffrey Gerald Winn

Jeffrey Winn is a registered investment advisor representative with International Assets Investment Management, LLC. Jeffrey Winn has been working in the financial services industry since 1993. Jeffrey Winn is also an investment advisor representative with Global Assets Advisory, LLC. The firm provides portfolio management for individuals and businesses, financial planning and selection of other advisors.

Firm Information

Jeffrey Winn is currently registered with International Assets Investment Management, LLC. International Assets Investment Management, LLC is an Orlando, FL-based investment advisor with over $1.68 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and corporations. They also select other advisors for clients. Their team includes over 100 licensed agents, investment advisor representatives, and registered representatives.
International Assets Investment Management, LLC

111 NORTH ORANGE AVENUE

ORLANDO, FL 32801

$1.69B

Assets Under Management

50

Total Clients

116

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Winn’s Registration & Firm History

FL

08/09/2007 - Present

International Assets Investment Management, LLC (ORLANDO FL)

VA

07/22/2008 - 01/12/2009

FIVE X SECURITIES, INC (OAKTON VA)

PA

10/26/1999 - 04/05/2002

JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)

FL

07/21/1993 - 11/02/1999

INTERNATIONAL ASSETS ADVISORY CORPORATION (ORLANDO FL)

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Licenses & Designations

IA

Issued 08/07/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/11/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Gerald Winn.
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