Jeffrey Rait (CRD# 4258898) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Jacksonville, FL and has over 18 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5609391
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Deutsche Bank Securites Inc. | Jacksonville, FL | Dec 2018 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Jan 2013 - Nov 2018 | 5 |
| Tmfs-jacksonville, LLC | Jacksonville, FL | Mar 2012 - Dec 2012 | < 1 |
| The Mutual Fund Store | Jacksonville, FL | Mar 2012 - Dec 2012 | < 1 |
| Fidelity Brokerage Serivices LLC | Jacksonville, FL | Sep 2006 - Feb 2012 | 5 |
| Fidelity Investments | Jacksonville, FL | Sep 2006 - Feb 2012 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- FL
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$812,521
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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