Jeffrey BoehmCRD Number: 3121169
Current Firm: Raymond James Financial Services Advisors, Inc.
Jeffrey Boehm (CRD# 3121169) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Minocqua, WI and has over 19 years of experience in the finance industry.
Commonwealth Financial Network
Cambridge Investment Research Advisors, Inc.
Packerland Brokerage Services, Inc.
|Boehm LLC||Minocqua, WI||Nov 2016 - Current||1|
|The Boehm Group, LLC||Minocqua, WI||Jun 2013 - Current||5|
|Raymond James Financial Services Advisors Inc.||Minocqua, WI||Mar 2013 - Current||5|
|Raymond James Financial Services, Inc.||Minocqua, WI||Feb 2013 - Current||5|
|Primevest Financial Services, Inc.||St.cloud, MN||Oct 2012 - Feb 2013||< 1|
|River Valley State Bank||Minocqua, WI||Jul 2004 - Feb 2013||8|
|River Valley Investments||Minocqua, WI||Feb 2011 - Oct 2012||1|
|Raymond James Financial Services||Minocqua, WI||Sep 2008 - Oct 2012||4|
|Primevest Financial Services||St. Cloud, MN||Jul 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S65||NASAA Investment Advisors Law Examination||Oct 1998|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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