Jeffrey M. Schroeder, P.a.

Jeffrey M. Schroeder, P.a. (CRD# 142321) is a financial advisory firm headquartered in Longwood, FL. They manage $12,079,497 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Jeffrey M. Schroeder, P.a.
Showing 1 - 1 of 1 top financial advisors.
Jeffrey M. Schroeder
CRD#: 2615409
2973 West State Rd 434, Ste 300, Longwood, FL 32779

Jeffrey Schroeder (CRD# 2615409) is an Investment Advisor Representative working at Jeffrey M. Schroeder, P.a. in Longwood, FL and has over 15 years of experience in the finance industry.

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