Jeffrey Todd Stein

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-11-04
AZ	RA	APPROVED	2018-06-28
TX	RA	APPROVED_RES	2016-01-26
CT	RA	APPROVED	2009-01-02

VA RA
APPROVED

Since 2025-11-04
AZ RA
APPROVED

Since 2018-06-28
TX RA
APPROVED_RES

Since 2016-01-26
CT RA
APPROVED

Since 2009-01-02

Branch Locations

Scottsdale, AZ • United States

1440 N Edgewood Street Suite 131, Arlington, VA 22201 • 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

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Arlington	VA	07/1999	Present
Raymond James Financial Services Advisors, Inc	Arlington	VA	01/2009	Present
Argentum Financial Partners Llc	Avon	CT	01/2015	Present
Professional Partners Program (With Rja Advisor)	Avon	CT	08/2017	03/2022

07/1999 → Present

Raymond James Financial Services, Inc.

Arlington, VA
01/2009 → Present

Raymond James Financial Services Advisors, Inc

Arlington, VA
01/2015 → Present

Argentum Financial Partners Llc

Avon, CT
08/2017 → 03/2022

Professional Partners Program (With Rja Advisor)

Avon, CT

Other Businesses

(1) Name of Business: Address: 1440 N. Edgewood St Ste 131, Arlington, VA, 22201, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/17/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Writing policies for clients (2) Name of Business: Argentum Financial Partners, LLC Address: 10 Tower Lane, Suite 335, Avon, CT, 06001, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managerial, administrative (3) Name of Business: Argentum Private Wealth LLC Address: 1440 N Edgewood St Ste 131, Arlington, VA, 22201-7037, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managerial, adminstrative

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-06-27

S63 Uniform Securities Agent State Law Examination

1986-06-27

Designations

View on SEC IAPD