Jeffrey Boehm, financial advisor Minocqua WI
93 score

Jeffrey Boehm

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
The Boehm Group Minocqua, WI Jun 2013 - Current 3
Raymond James Financial Services Advisors Inc. Minocqua, WI Mar 2013 - Current 3
Raymond James Financial Services, Inc. Minocqua, WI Feb 2013 - Current 3
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
Contact Info for Jeffrey S. Boehm
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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