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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 Lee Combs is a financial advisor associated with Raymond James Financial Services Advisors, Inc. with over 28 years of experience in the financial industry. Jeffrey has a broad range of experience, having worked with various financial institutions like Fifth Third Securities, Inc. and AXA ADVISORS, LLC. Jeffrey is currently registered to provide investment advisory services in several states. Jeffrey is a well-versed financial professional who has been helping clients with various financial needs, including portfolio management, financial planning, 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.
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
IN
11/08/2018 - Present
Raymond James Financial Services Advisors, Inc. (KOKOMO IN)
IN
09/23/2016 - 03/01/2018
AXA ADVISORS, LLC (INDIANAPOLIS IN)
OH
03/04/2016 - 03/28/2016
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
AZ
11/22/1999 - 11/24/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
PA
03/06/1995 - 10/20/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
RI
12/19/1991 - 12/24/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 09/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/29/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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