Jeffery
Albaneze
Bdo Wealth Advisors, LLC
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About this Advisor
Jeffery Albaneze is a certified financial planner operating out of Jacksonville, Florida with 6 years of relevant experience. Albaneze is on the advisory team at Bdo Wealth Advisors, LLC. Over the course of their career, Albaneze has held roles at Fox Sports, Chalk Talk, Lba Wealth Management, LLC, Florida State University and Bdo Wealth Advisors, LLC. Albaneze is approved to advise clients in Florida and Texas. Bdo Wealth Advisors, LLC is an advisory company operating out of Jacksonville, FL. The company has offices in seven locations and a total of 28 financial advisors. It handles $3 billion in assets among its 3,813 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 10 charitable organizations. Of its 3,813 client accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Bdo Wealth Advisors, LLC performs a broad assortment of services, such as 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. Fees for financial advice usually vary depending on which service is offered. Fee types charged by Bdo Wealth Advisors, LLC can include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bdo Wealth Advisors, LLC Brokerage Details
$2,802,929,389
28
3,813
$735,098
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
Jeffery Albaneze Work History
Jeffery has been registered as a financial advisor for 6 years.*
Bdo Wealth Advisors, LLC
Lba Wealth Management, LLC
Fox Sports
Chalk Talk
Florida State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffery Albaneze to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bdo Wealth Advisors, LLC
Jacksonville, FL
Irvine, CA
Jacksonville, FL
Denver, CO
Denver, CO
Denver, CO
Jacksonville, FL
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
