Jeffrey Thomas Breit

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

• 08/2015 → 05/2025
  Thrivent Investment Management Inc
  Onalaska, WI
• 12/2015 → 05/2025
  Thrivent Financial
  Onalaska, WI
• 05/2025 → Present
  Raymond James Financial Services, Inc.
  Antigo, WI
• 05/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Antigo, WI
• 05/2025 → Present
  Pinnacle Wealth Management Group
  Antigo, WI

Previous Registrations

• 2015-12-01 → 2025-05-23
  Thrivent Investment Management Inc.
  Lacrosse, WI
  Madison, WI
  Onalaska, WI
  West Salem, WI

Other Businesses

(1)Name of Business: JTTM Ventures llc Address: w5537 aspenwood trail, west salem, WI, 54669, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner of a few rental properties (2)Name of Business: Pinnacle Wealth Management Group LLC Address: 815 Superior St, Antigo, WI, 54409-2012, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owener founding partner (3)Name of Business: RBG Ventures LLC Address: superior street, antigo, WI, 54409, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a partner / owner of our firms LLC.

Exams

• S66 Uniform Combined State Law Examination
  2015-11-30