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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 McAdams is a financial advisor with Raymond James & Associates, Inc. based in ST. PETERSBURG, FL. Jeffrey has over 11 years of experience in the financial services industry. Jeffrey is a registered representative and investment advisor representative in the state of Florida and in many other states. The advisor's firm, Raymond James & Associates, Inc., manages over $433 billion in assets. The firm specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.
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
06/08/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
12/14/2020 - 06/02/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
01/15/2019 - 10/08/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
08/18/2016 - 01/07/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
01/02/2013 - 08/08/2016
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
04/02/2012 - 12/19/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BOTH
Issued 02/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
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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