Jeffrey Max Ramsey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → Present
  Lpl Financial, Llc
  Tampa, FL
• 05/2013 → Present
  Atlantic Capital Advisors
  Tampa, FL
• 10/2015 → 09/2018
  Independent Financial Partners
  Orlando, FL

Previous Registrations

• 2015-12-04 → 2018-09-07
  Independent Financial Partners
  Orlando, FL
• 2007-06-26 → 2009-08-03
  Morgan Keegan & Company, Llc
  Orlando, FL
  Memphis, TN
• 2003-07-10 → 2007-05-01
  Amsouth Investment Management Company Llc
  Birmingham, AL
• 2003-02-07 → 2003-09-29
  Amsouth Investment Services, Inc.
  Southaven, MS
  Southaven, MS
  Collierville, TN
  Cordova, TN
  Germantown, TN
  Jackson, TN
  Jackson, TN
  Jackson, TN
  Jackson, TN
  Jackson, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Memphis, TN
  Milan, TN
  Paris, TN
  Spring Hill, TN
  Memphis, TN
  Orlando, FL
  Orlando, FL
  Birmingham, AL

Other Businesses

1. 5/28/2013: NON-VARIABLE INSURANCE - ATLANTIC INSURANCE GROUP - SELL FIXED ANNUITY USING THIS NAME. - TIME SPENT 5% - ORLANDO, FL. 2. 5/30/2013: DBA ONLY - ATLANTIC CAPITAL ADVISORS - ORLANDO, FL. 3. 9/5/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - RAMSEY WEALTH MANAGEMENT - 160 HOURS PER MONTH DURING TRADING - ORLANDO, FL.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-07
• S63 Uniform Securities Agent State Law Examination
  1994-02-17