Jeffrey Joiner, financial advisor Danville KY

Jeffrey Joiner

CRD Number: 2409861
Current Firm: Raymond James Financial Services Advisors, Inc.

Jeffrey Joiner (CRD# 2409861) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Danville, KY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Fnb Investment Services Danville, KY Aug 2019 - Current 4
Raymond James Financial Services Advisors, Inc. Danville, KY Jan 2009 - Current 15
Raymond James Financial Services Danville, KY Dec 2007 - Current 16
Farmers National Bank Danville, KY Feb 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jeffrey K. Joiner
Phone Number: 727-567-3020
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
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, WY

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