Jeffrey David Schrepferman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2004 → Present
  Raymond James Financial Services, Inc.
  Powell, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Powell, OH

Other Businesses

(1)Name of Business: JDS Financial LLC Address: 7560 Sawmill Pkwy Ste E, Powell, OH, 43065, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/18/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Pass through (2)Name of Business: KMS Partners, LLC Address: 7560 Sawmill Pkwy Ste E, Powell, OH, 43065, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/20/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: KMS Partners is the support company set up by myself, Ross Kuhns and Robert Moranville (also RJFS FAs). The company is set up to cover the office expenses (rent, assistant salary, benefits etc). All three of us are partners in the LLC

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-04-21

Other Names

• Jeff Schrepferman