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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kirk Hearn is a financial advisor with over 38 years of experience in the industry. Jeffrey is currently registered with Raymond James & Associates, Inc. as a Registered Representative and Investment Advisor Representative. Jeffrey has been with Raymond James & Associates, Inc. since February 1991. Previously, Jeffrey worked at Lehman Brothers Inc. and E. F. Hutton & Company Inc.. Jeffrey holds several securities licenses, including Series 3, 4, 7, 8, 9, 10, 15, 24, 63, and 65. Jeffrey is also a member of the Finance/Investment Committee of the Community Foundation of Tampa Bay.
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
FL
04/13/1992 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
NY
04/11/1988 - 03/04/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/20/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 01/11/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/01/1987
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 07/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
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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