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Jeffrey Edward Budd

Raymond James & Associates, Inc.

Paramus, NJ

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-03-26
  • NJ RA
    APPROVED
    Since 2019-03-26

Branch Locations

61 South Paramus Road Suite 360, Paramus, NJ 07652 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Paramus NJ 02/2003 Present
Strategic Advisers Inc. Paramus NJ 02/2003 01/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 01/2019
Raymond James & Associates, Inc. Paramus NJ 03/2019 Present
  • 02/2003 → Present
    Fidelity Investments
    Paramus, NJ
  • 02/2003 → 01/2019
    Strategic Advisers Inc.
    Paramus, NJ
  • 07/2018 → 01/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2019 → Present
    Raymond James & Associates, Inc.
    Paramus, NJ
Previous Registrations
  • 2018-07-13 → 2019-02-05
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2003-03-27 → 2018-07-13
    Strategic Advisers Llc
    Paramus, NJ
  • 2002-05-23 → 2002-12-04
    Morgan Stanley Dw Inc.
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-28
S63 Uniform Securities Agent State Law Examination 1990-01-22
  • S65 Uniform Investment Adviser Law Examination
    1996-05-28
  • S63 Uniform Securities Agent State Law Examination
    1990-01-22
Designations

View on SEC IAPD

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