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Jeffrey Kyle Soltman

Raymond James & Associates, Inc.

Palm Desert, CA

Beverly Hills, CA

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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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Other Offices

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PALM DESERT, CA
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