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Jeffrey Nicholas Starkey

Kooman & Associates

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About Jeffrey Nicholas Starkey

Jeffrey Nicholas Starkey is a financial advisor with Kooman & Associates in Altoona, PA. Jeffrey has over 8 years of experience in the financial services industry. Jeffrey's previous experience includes working as a financial advisor at Raymond James Financial Services, Inc. Jeffrey is a Certified Financial Planner. Jeffrey has a strong focus on working with high-net-worth individuals and families, as well as corporations and other businesses. Jeffrey offers a wide range of financial services, including financial planning, portfolio management, and pension consulting.

Firm Information

Jeffrey Starkey is currently registered with Kooman & Associates. Kooman & Associates is an independent financial planning firm based in Altoona, Pennsylvania. They provide comprehensive financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations. The firm manages over $411 million in assets for over 1,200 clients. They are registered with the SEC and have a team of experienced financial professionals dedicated to helping clients achieve their financial goals.
Kooman & Associates

517 S. LOGAN BLVD.

ALTOONA, PA 16602

$411.33M

Assets Under Management

Not reported

Total Clients

8

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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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 Starkey’s Registration & Firm History

PA

10/01/2022 - Present

Kooman & Associates (ALTOONA PA)

PA

09/03/2014 - 10/10/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ALTOONA PA)

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Licenses & Designations

BOTH

Issued 10/16/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/06/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Nicholas Starkey.
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