Jeffrey Scott Betros

Current Employers

Employment History

• 03/2013 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Jacksonville, FL
• 05/2013 → 12/2017
  Bank Of America, N.A.
  Jacksonville, FL
• 01/2018 → 02/2018
  Unemployed
  Jacksonville, FL
• 02/2018 → 01/2020
  Wells Fargo Funds Management, Llc
  Jacksonville, FL
• 08/2020 → 01/2021
  Fisher Investments
  Camas, WA
• 09/2023 → Present
  Raymond James Financial Services, Inc.
  Jacksonville, FL
• 09/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Jacksonville, FL
• 01/2021 → 09/2023
  Pacer Advisors, Inc.
  Malvern, PA
• 02/2018 → 01/2020
  Wells Fargo Funds Distributor, Llc
  Jacksonville, FL
• 01/2020 → 08/2020
  Unemployed
  Jacksonville, FL
• 09/2023 → Present
  Coastal Oak Wealth Advisors
  Jacksonville, FL
• 08/2023 → Present
  Jsbii Wealth Management Llc
  Jacksonville, FL

Previous Registrations

• 2021-01-14 → 2023-09-01
  Pacer Advisors, Inc.
  Malvern, PA
  Jacksonville, FL
• 2020-08-27 → 2021-01-22
  Fisher Investments
  Jacksonville, FL
  Plano, TX
• 2018-03-27 → 2020-01-16
  Allspring Funds Management, Llc
  St Augustine, FL
  Jacksonville Beach, FL
  Charlotte, NC
  Jacksonville, FL
• 2013-06-11 → 2018-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

(1)Name of Business: Betros Property 1 L:LC Address: 1440 Fruit Cove Rd S, Saint Johns, FL, 32259, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an office building that I own with my dad- I'm a silent partner and earn no income off the property. I have zero responsibility here, simply helped finance the purchase of the building. (2)Name of Business: Betros Property 2 LLC Address: 1440 Fruit Cove Rd S, Saint Johns, FL, 32259, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/16/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: silent partner with my father in an investment property- it is a tract of land for rec use. (3)Name of Business: Coastal Oak Wealth Advisors Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Marketing DBA for our firm (4)Name of Business: JSBII Wealth Management LLC Address: 9995 Gate Pkwy N Ste 300, Jacksonville, FL, 32246-1897, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 08/09/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support company

Exams

• S66 Uniform Combined State Law Examination
  2013-06-10

Other Names

• Jeffrey Scott Betros
• Jeffrey S Betros
• Jeffrey Betros
• Scott Betros