Jeffrey Torok (CRD# 6436978) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Munster, IN and has over 9 years of experience in the finance industry.
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
CRD# 1338669
William Blair & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gfi Wealth Partners | Munster, IN | Aug 2023 - Current | < 1 |
Raymond James Financial Services, Inc. | Munster, IN | Aug 2023 - Current | < 1 |
Raymond James Financial Services Advisors, Inc. | Munster, IN | Aug 2023 - Current | < 1 |
Jdt Wealth Management | Munster, IN | Aug 2023 - Current | < 1 |
Edward Jones | St Louis, MO | Aug 2016 - Aug 2023 | 7 |
Bmo Harris Bank | Valparaiso, IN | Jan 2016 - Jul 2016 | < 1 |
Jp Morgan Chase Bank | St. John, IN | Jan 2015 - Jan 2016 | 1 |
Horizon Bank | Michigan City, IN | Aug 2014 - Jan 2015 | < 1 |
Mainsource Bank | Goodland, IN | Jul 2013 - Aug 2014 | 1 |
Calumet College Of Saint Joseph | Whiting, IN | Jan 2011 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2015 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- IN
- TX
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Total Assets Under Management275,430MILLIONS
-
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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