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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 Ardantz is a financial advisor with Raymond James & Associates, Inc. Jeffrey has over 20 years of experience in the financial services industry and has been registered with the Securities and Exchange Commission since 1997. Jeffrey has worked with a variety of clients, including individuals, families, businesses, and institutions. Jeffrey has a wide range of experience in financial planning, investment management, and retirement planning. Jeffrey is committed to providing his clients with personalized financial advice and services.
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
CA
06/09/2022 - Present
Raymond James & Associates, Inc. (San Diego CA)
CA
05/28/2014 - 10/11/2016
MORGAN STANLEY (RANCHO SANTE FE CA)
CA
07/24/2008 - 02/25/2011
ORACLE CAPITAL SECURITIES, LLC (SAN DIEGO CA)
CA
09/06/2001 - 06/13/2007
MONITOR CAPITAL INC. (SAN DIEGO CA)
NY
04/09/1997 - 06/04/1998
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
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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