Jeffrey Askins (CRD# 1378301) is an Investment Advisor Representative working at Synovus Securities, Inc. in Port Charlotte, FL and has over 19 years of experience in the finance industry. Jeffrey Askins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Synovus Securities Inc. | Thomasville, GA | Nov 2021 - Current | 2 |
| Synovus Bank | Thomasville, GA | Nov 2021 - Current | 2 |
| Synovus Securities, Inc. | Tallahassee, FL | Oct 2019 - Current | 4 |
| Synovus Bank | Tallahassee, FL | Oct 2019 - Current | 4 |
| Synovus Securities, Inc. | Tallahassee, FL | Jan 2019 - Oct 2019 | < 1 |
| Synovus Bank | Tallahassee, FL | Jan 2019 - Oct 2019 | < 1 |
| Lpl Financial, LLC | Tallahassee, FL | Dec 2011 - Jan 2019 | 7 |
| Florida Commerce Credit Union | Tallahassee, FL | Dec 2011 - Jan 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2004 |
- AL
- CO
- FL
- GA
- IL
- MI
- MT
- NC
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Total Assets Under Management6,242MILLIONS
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Total Number of Accounts12,037ACCOUNTS
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Average Account Value$518,601
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- 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
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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