Jeffrey Ramsey, financial advisor Orlando FL
71 score

Jeffrey Ramsey

CRD Number: 1914734
Current Firm: Independent Financial Partners

Jeffrey Ramsey (CRD# 1914734) is an Investment Advisor Representative working at Independent Financial Partners in Orlando, FL and has over 24 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Orlando FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Leslie Kelly, financial advisor Orlando FL
Leslie J. Kelly
CRD# 1014305
American Financial Advisors Inc.
Score
101
Similar Advisors
Carlos Dias Jr., financial advisor Orlando FL
Carlos Dias Jr.
CRD# 5315390
Retirement Wealth Advisors, Inc.
Score
100
Company Name Location Dates Years
Independent Financial Partners Orlando, FL Oct 2015 - Current 2
Atlantic Capital Advisors Tampa, FL May 2013 - Current 4
Lpl Financial, LLC Tampa, FL Apr 2010 - Current 8
Bank United Miami, FL Apr 2010 - May 2013 3
Morgan Keegan & Company, Inc. Orlando, FL Apr 2007 - Apr 2010 3
Regions Bank Orlando, FL Nov 2006 - Apr 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Mar 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey M. Ramsey
Phone Number: 813-341-0960
Registered State(s):
  • AL
  • NH
  • FL
By the Numbers
  • Total Assets Under Management
    5,298
    MILLIONS
  • Total Number of Accounts
    30,260
    ACCOUNTS
  • Average Account Value
    $175,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, WY

Ready to hire a financial advisor? Get competitive proposals from Jeffrey Ramsey and other advisors.
BADGES
71

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.