Jeffrey Gerald Winn

Current Employers

Employment History

• 03/2002 → Present
  International Assets Advisory, Llc
  Orlando, FL
• 01/2016 → Present
  International Assets Investment Management, Llc
  Orlando, FL
• 04/2019 → Present
  Global Assets Advisory, Llc
  Orlando, FL

Previous Registrations

• 2007-08-09 → 2015-12-31
  International Assets Investment Management, Llc
  Orlando, FL

Other Businesses

1) WINN PARTNERS FINANCIAL GROUP 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - INVESTMENT RELATED DBA FOR FINANCIAL ADVISOR BUSINESS - CEO, PRESIDENT, PARTNER SINCE 8/1/14 - APPROX 160 HRS/MO - FLOW THROUGH FEES, COMMISSIONS 2) INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - RIA AFFILIATE OF INTERNATIONAL ASSETS ADVISORS - ADVISOR SINCE 7/2007 - APPROX 80 HRS/MO - FEE BASED COMPENSATION 3) JEFF WINN - RENTAL HOMES - VARIOUS ADDRESSES - HOMEOWNER/LANDLORD - APPROX 1 HR/MO - RENTAL INCOME 4) GLOBAL ASSETS ADVISORY, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - REGISTERED INVESTMENT ADVISOR - INVESTMENT ADVISOR SINCE 4/2019 - APPROX 40 HRS/MO - FEE BASED COMPENSATION 5) 4 WINNS LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - ENTITY THROUGH WHICH INTEREST IN IAA HOLDINGS IS OWNED - OWNER SINCE 2/2020 - APPROX 0 HRS/MO - NO COMPENSATION 6) SUMMIT SOLITUDE LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - PROPERTY LEASING ENTITY - OWNER SINCE 2/2020 - APPROX 5 HRS/MO - RENTAL INCOME 7) STANSBERRY ASSET MANAGEMENT 1350 AVENUE OF THE AMERICAS, STE. 1915, NEW YORK, NEW YORK 10019 - ADVISORY BOARD MEMBER SINCE 5/2021 - APPROX 3 HRS/MO - FEE-BASED COMPENSATION 8) WINN MANAGEMENT GROUP - 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - CONSULTANT SINCE 9/2023 - APPROX 8-10 HRS/MO - FEE-BASED COMPENSATION 9) WINN MILLER WEATH MANAGEMENT, LLC 111 N ORANGE AVE, STE 1000, ORLANDO, FL 32801 - DBA FOR SECURITIES RELATED BUSINESS - FINANCIAL ADVISOR AND BUSINESS OWNER SINCE 04/2026 - APPROX 100 HRS/MO - REVENUE PROCEEDS AND FEE BASED COMPENSATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-07
• S63 Uniform Securities Agent State Law Examination
  1993-07-29

Other Names

• Jeff Winn