Jeffrey Churba (CRD# 2322410) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Austin, TX and has over 31 years of experience in the finance industry. Jeffrey Churba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Inc. | Austin, TX | Jan 2024 - Current | < 1 |
| Santamaria Wealth Group | Austin, TX | Jan 2024 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Austin, TX | Jan 2024 - Current | < 1 |
| The Santamaria Wealth Group/sr Santamaria & Associates LLC | Austin, TX | Jan 2024 - Current | < 1 |
| Putnam Inv./putnam Retail Management | Andover, MA | Feb 2014 - Jan 2024 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
- Other
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, WY
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