Jeffrey SchrepfermanCRD Number: 3188190
Current Firm: Raymond James Financial Services Advisors, Inc.
Jeffrey Schrepferman (CRD# 3188190) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Powell, OH and has over 18 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Kms Partners, LLC||Powell, OH||Feb 2014 - Current||4|
|Jds Financial Services, LLC||Powell, OH||Jul 2011 - Current||6|
|Afk Partners, LLC||Powell, OH||Sep 2010 - Current||7|
|Raymond James Financial Services Advisors, Inc.||Powell, OH||Jan 2009 - Current||9|
|Raymond James Financial Services, Inc.||Powell, OH||Dec 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
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