Jeffrey Howard Hendel

Current Employers

Employment History

• 10/2006 → 09/2019
  Ameriprise Financial Services, Inc.
  Hauppauge, NY
• 09/2019 → 01/2020
  Li Tax & Planning
  Smithtown, NY
• 09/2019 → Present
  Raymond James Financial Services, Inc
  Smithtown, NY
• 09/2019 → Present
  Raymond James Financial Services Advisors, Inc
  Smtihtown, NY

Previous Registrations

• 2009-03-26 → 2019-09-23
  Ameriprise Financial Services, Llc
  Bohemia, NY
  Bohemia, NY
  Melville, NY
  Bohemia, NY
  Bohemia, NY
  Islandia, NY
  Smithtown, NY

Other Businesses

(1)Name of Business: Address: 95 Smithtown Blvd, Smithtown, NY, 11787-5117, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/05/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Become the broker of record on already sold fixed annuities from another advisor who passed away. (2)Name of Business: 95 Real Smith LLC Address: 95 Smithtown Blvd, Smithtown, NY, 11787-5117, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The company is set up to hold my office building that holds my Raymond James practice. I will pay real estate taxes and rent to the new entity. (3)Name of Business: Hendel Wealth Management Group Address: 95 Smithtown Blvd, Smithtown, NY, 11787, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 03/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor, run the practice

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-23