Raymond James & Associates, Inc
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About this Advisor
Jeffrey Oline is a certified financial planner based in Denver, Colorado. Currently an advisor at Raymond James & Associates, Inc, they have gathered 14 years of professional experience in the financial advisory industry. Oline has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Oline is able to advise clients based out of Colorado. Throughout their career, they have worked at Edward Jones, Wal-Mart, University Of Wyoming, U.S. Bank, U.S. Bancorp Investments, Inc, Transamerica Capital Inc, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Raymond James & Associates, Inc. Raymond James & Associates, Inc is located in Denver, Colorado, and operates out of 422 other offices in the country. In total, Raymond James & Associates, Inc manages $143 billion in assets across 472,443 accounts and retains more than 13,277 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 394,071 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Raymond James & Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jeffrey Oline Work History
Jeffrey has 14 years of experience.
Raymond James & Associates, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Bank Na
Wells Fargo Advisors LLC
Transamerica Capital Inc
U.S. Bancorp Investments, Inc
University Of Wyoming
Jeffrey Oline has no disclosures.
Please visit their SEC profile for more details.