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Jeffrey Kyle Soltman

Raymond James & Associates, Inc.

Palm Desert, CA

Beverly Hills, CA

CRD 7297177

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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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-11-23
CA RA APPROVED 2021-09-22
  • TX RA
    APPROVED_RES
    Since 2025-11-23
  • CA RA
    APPROVED
    Since 2021-09-22

Branch Locations

73130 El Paseo Suite O, Palm Desert, CA 92260 • United States

9595 Wilshire Blvd. Suite 801 And 200, Beverly Hills, CA 90212 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Beverly Hills CA 10/2020 Present
Gaytan & Leevan Llp Los Angeles CA 12/2017 10/2020
Student Woodland Hills CA 02/2011 05/2020
  • 10/2020 → Present
    Raymond James & Associates, Inc.
    Beverly Hills, CA
  • 12/2017 → 10/2020
    Gaytan & Leevan Llp
    Los Angeles, CA
  • 02/2011 → 05/2020
    Student
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-20
  • S66 Uniform Combined State Law Examination
    2021-09-20

View on SEC IAPD

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Nearby Investors

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GREGORY C HILL
NEAL BRIAN WILSON

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · PALM DESERT, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Palm Desert, CA
THE WEALTH CONSULTING GROUP · Palm Desert, CA

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