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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 Manning Schroeder is an investment advisor representative with J. W. Cole Advisors, Inc. and Boatman AND Bryant Capital Solutions PLLC. Schroeder has been in the industry since December 2002 and is registered in Florida. Schroeder specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Schroeder is a Certified Public Accountant and holds the Personal Financial Specialist designation.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
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FL
05/24/2024 - Present
J. W. Cole Advisors, Inc. (Longwood FL)
IA
Issued 09/19/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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