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Jeff Allen Dakin

Raymond James & Associates, Inc.

Columbus, GA

CRD 2165125

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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 2022-05-10
GA RA APPROVED 2013-09-19
  • TX RA
    APPROVED_RES
    Since 2022-05-10
  • GA RA
    APPROVED
    Since 2013-09-19

Branch Locations

260 Brookstone Centre Parkway, Columbus, GA 31904 • 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 Columbus GA 09/2013 Present
  • 09/2013 → Present
    Raymond James & Associates
    Columbus, GA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-01-27
S63 Uniform Securities Agent State Law Examination 1991-09-06
  • S65 Uniform Investment Adviser Law Examination
    1997-01-27
  • S63 Uniform Securities Agent State Law Examination
    1991-09-06
Other Names
  • Jeffrey Allen Dakin
  • Jeff Dakin
  • Jeffery Allen Dakin
  • Jeff A. Dakin

View on SEC IAPD

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