Jeffrey Nicholas Starkey

Employer firm

Kooman & Associates CRD 322163

$556M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 10/2022
  Raymond James Financial Services, Inc
  Altoona, PA
• 10/2014 → 10/2022
  Raymond James Financial Services Advisors Inc.
  Altoona, PA
• 06/2017 → Present
  Kooman & Associates, Llc (Dba)
  Altoona, PA

Previous Registrations

• 2014-10-21 → 2022-10-10
  Raymond James Financial Services Advisors, Inc
  Altoona, PA

Other Businesses

Penn Mont Academy Board Holidaysburg, PA Board Member Not Investment Related UPMC Foundation Board Altoona, PA Advisory Board Member Not Investment Related First Methodist Church of Hollidaysburg Holidaysburg, PA Board Member Not Investment Related Independent insurance agent, 2015,2 hours/month, all during securities trading hours; non-investment related

Exams

• S66 Uniform Combined State Law Examination
  2014-10-16

Designations

• Certified Financial Planner

Other Names

• Jeff Starkey