Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeremy Neff

Florida Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeremy? Claim Your Profile

About Jeremy Neff

Jeremy Neff is a financial advisor registered with Florida Financial Advisors, LLC in Jacksonville, Florida. Jeremy has been in the industry since October 2024. Jeremy is a licensed investment advisor representative (IAR) in Florida. Jeremy holds the Series 65, Uniform Investment Adviser Law Examination. Jeremy has a diverse background, including experience at MLB Draft League in State College, Pennsylvania, and Shark Wake Park in West Palm Beach, Florida.

Firm Information

Jeremy Neff is currently registered with Florida Financial Advisors, LLC. Florida Financial Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm provides a range of financial services to individuals, including financial planning, pension consulting, and portfolio management. With over 1,371 accounts and $199,000,000 in regulatory assets under management, Florida Financial Advisors, LLC serves primarily high-net-worth individuals and individuals other than high-net-worth. They are registered with the SEC and offer wrap fee program participation.
Florida Financial Advisors, LLC

401 S 12TH ST.

TAMPA, FL 33602

$199.00M

Assets Under Management

4,539

Total Clients

364

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

2% of net worth or assets for financial planning clients

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeremy Neff’s Registration & Firm History

FL

11/20/2024 - Present

Florida Financial Advisors, LLC (Jacksonville FL)

Not sure if Jeremy Neff is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremy Neff.
Not sure if Jeremy Neff is right for you?