Jeffrey Mullens (CRD# 7044229) is an Investment Advisor Representative working at Compound Family Offices, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 5983189
Edward Jones
CRD# 6312608
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Family Offices | Sarasota, FL | Nov 2018 - Current | 5 |
| Madison Homes | Tampa, FL | May 2018 - Nov 2018 | < 1 |
| Genspring | Suntrust Private Wealth Management | Tampa, FL | Jan 2018 - May 2018 | < 1 |
| Genspring Family Offices | Tampa, FL | Aug 2012 - Dec 2017 | 5 |
- FL
-
Total Assets Under Management464MILLIONS
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Total Number of Accounts280ACCOUNTS
-
Average Account Value$1,655,959
- A percentage of assets under your management
- Hourly charges
- 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)
FL, GA
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