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Sheri Crawford Jeffords

Raymond James Financial Services, Inc.

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About Sheri Crawford Jeffords

Sheri Crawford Jeffords is a financial professional with over 30 years of experience in the industry. She is a registered representative with Raymond James Financial Services, Inc., and has offices located in Spartanburg, SC and Anderson, SC. Sheri holds Series 7, 24, and 63 securities licenses, as well as the SIE exam. Sheri has previously worked with Robert Thomas Securities, Inc. and Smith Barney Inc.

Firm Information

Sheri Jeffords is currently registered with Raymond James Financial Services, Inc.. Raymond James Financial Services, Inc. is a Corporation that was formed on September 12, 1973. The firm is registered in 53 states and is also registered with the SEC. The firm has been involved in 125 regulatory events and 76 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

568

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.

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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Sheri Jeffords’s Registration & Firm History

SC

01/04/1999 - Present

Raymond James Financial Services, Inc. (SPARTANBURG SC)

FL

09/29/1997 - 01/04/1999

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

NY

09/04/1997 - 10/10/1997

SMITH BARNEY INC. (NEW YORK NY)

FL

06/21/1990 - 09/05/1997

ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 06/08/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sheri Crawford Jeffords.
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