Jeffrey Philip Zurek

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2009 → 04/2018
  Ubs Financial Services Inc.
  Tampa, FL
• 04/2018 → Present
  Raymond James & Associates
  Tampa, FL

Previous Registrations

• 2009-02-12 → 2018-05-08
  Ubs Financial Services Inc.
  Tampa, FL
• 2008-12-17 → 2009-02-02
  Wells Fargo Clearing Services, Llc
  Tampa, FL
• 2006-10-26 → 2008-07-23
  Uvest Financial Services Group, Inc.
  Tampa, FL
  Tampa, FL
  Tampa, FL
• 2004-11-16 → 2006-09-20
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Tampa, FL

Other Businesses

(1)Name of Business: University of South Florida Address: 422 E Fowler Ave, Tampa, FL, 33620, United States Activity Type: Non profit Position/Title: Advisory Board Investment Related: Yes Start Date: 08/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am one of 30+ Finance Professionals that listen to student pitches for various stocks that are potentially to be purchased by the USF Foundation. I do not have any direct authority, merely 1 of many advisors and students that vote to buy/sell stocks

Exams

• S66 Uniform Combined State Law Examination
  2004-11-12

Other Names

• Jeff P. Zurek
• Jeffrey Zurek
• Jeffrey P. Zurek
• Jeffrey Philip Zurek
• Jeffrey Philip Philip Zurek