Jeffrey Pasche, financial advisor Alma MI
93 score

Jeffrey Pasche

CRD Number: 1230009
Current Firm: Raymond James & Associates, Inc.

Jeffrey Pasche (CRD# 1230009) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Alma, MI and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. St. Petersburg, FL Sep 1999 - Current 17
Western Mi University Kalamazoo, MI Sep 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1984
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Jeffrey K. Pasche
Phone Number: 727-567-1000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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