Jeffrey Rait, financial advisor Jacksonville FL

Jeffrey Rait

CRD Number: 4258898
Current Firm: Deutsche Bank Securities Inc.

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.

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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
Contact Info for Jeffrey B. Rait
Phone Number: 212-250-2500
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $812,521
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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