Jeffrey Daniel Cole

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 10/2007 → 10/2022
  Raymond James And Associates
  St. Petersburg, FL
• 10/2022 → Present
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 10/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  St. Petersburg, FL

Previous Registrations

• 2017-08-14 → 2022-11-07
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Manchester Village, VT
  Saratoga Springs, NY
  Burlington, VT
  Portage, MI

Other Businesses

(1)Name of Business: First United Methodist Church St. Petersburg, FL Address: 212 3rd Street, Saint Petersburg, FL, 33701, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 02/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance Committee - review current finances for church and work with business administrator and pastor(s) of church. No investment advice is given or discussed at meetings. Committee reviews budgets and expenses for church as whole.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-09
• S63 Uniform Securities Agent State Law Examination
  2012-08-07