Jan Grobstein, financial advisor Boca Raton FL
93 score

Jan Grobstein

CRD Number: 3096327
Current Firm: Raymond James Financial Services Advisors, Inc.

Jan Grobstein (CRD# 3096327) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boca Raton, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
United America Insurance Delray Beach, FL Sep 2015 - Current 1
Arthur Rottenstein LLC Boca Raton, FL May 2013 - Current 3
Raymond James Financial Services Advisors Inc. Boca Raton, FL Oct 2012 - Current 4
Raymond James Financial Services Boca Raton, FL Aug 2012 - Current 4
Raymond James & Associates, Inc. Boca Raton, FL Oct 2006 - Aug 2012 5
Ubs Financial Services Inc. Boca Raton, FL Feb 2004 - Oct 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Jan L. Grobstein
Phone Number: 727-567-5877
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • 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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