Jeffrey Torok, financial advisor Munster IN

Jeffrey Torok

CRD Number: 6436978
Current Firm: Raymond James Financial Services Advisors, Inc.

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.

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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
Contact Info for Jeffrey D. Torok
Phone Number: 727-567-3020
Registered State(s):
  • IN
  • TX
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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