Jeffrey Zelin

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:

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

Current Employers

Employment History

• 06/2011 → 03/2017
  Raymond James & Associates, Inc.
  Wilton, CT
• 01/2012 → 03/2017
  Raymond James & Associates, Inc.
  Melville, NY
• 03/2017 → Present
  Raymond James & Associates, Inc.
  West Nyack, NY
• 03/2017 → 10/2018
  Raymond James & Associates, Inc.
  New Hyde Park, NY
• 03/2017 → 10/2018
  Raymond James & Associates, Inc.
  Westport, CT

Previous Registrations

• 2008-06-04 → 2011-06-23
  Janney Montgomery Scott Llc
  New York, NY
• 2008-01-01 → 2008-06-04
  Wells Fargo Clearing Services, Llc
  Southport, CT
• 2006-11-20 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Rhinebeck, NY
  St. Louis, MO
  Southport, CT
  Southport, CT

Other Businesses

(1)Name of Business: Real Estate Salesperson license License will be used for personal real estate purchase / sales only Address: 77 Aspen Lane, Stamford, CT, 06903, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 10/17/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Salesperson license License will be used for personal real estate purchase / sales only (2)Name of Business: Zelin Address: 77 Aspen Lane, Stamford , CT, 06903, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 02/19/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executor under the will of my mother

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-27
• S63 Uniform Securities Agent State Law Examination
  1981-03-23

Other Names

• Jeffrey Tyler Zelin