Jeffrey
Oline

Raymond James & Associates, Inc

CRD#5668178
Investment Advisor
in Denver, CO
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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

Series 66, Certified Financial Planner

Years of Experience

14 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4643 South Ulster Street Suite 1350
Denver, CO 80237

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$142,933,238,193

CO Average: $1,855,561,029
Total Number of Employees

13,277

CO Average: 62
Total Number of Accounts

472,443

CO Average: 2,474
Average Account Size

$302,541

CO Average: $750,025

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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
  • Other

Jeffrey Oline Work History

Jeffrey has 14 years of experience.

2018 - Present (1 years)

Raymond James & Associates, Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2018 (5 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2011 - 2013 (2 years)

Transamerica Capital Inc

2010 - 2011 (1 years)

U.S. Bank

2010 - 2011 (1 years)

U.S. Bancorp Investments, Inc

2009 - 2010 (1 years)

Edward Jones

2008 - 2009 (1 years)

Wal-Mart

2004 - 2008 (4 years)

University Of Wyoming

Disclosures

Jeffrey Oline has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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