Ricki
Jaye

Private Client Group Asset Management

CRD#1091766
Investment Advisor
in Longwood, FL

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About this Advisor

Ricki Jaye is a financial advisor based in Longwood, Florida, working with Private Client Group Asset Management. Ricki has previously held positions at Raj Consultants, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, Private Client Group Asset Management, Southwest Financial Group, First Allied Advisory Services, and Cetera Advisors LLC. Ricki has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and New Jersey. Currently, Ricki is part of Private Client Group Asset Management, which operates out of Longwood, Florida. The firm has 2 employees and manages assets totaling $125.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Private Client Group Asset Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Longwood, FL

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Private Client Group Asset Management Brokerage Details

Total Assets Under Management

$125,448,009

FL Average: $10,121,009,343
Total Number of Employees

2

FL Average: 92
Total Number of Accounts

224

FL Average: 6,978
Average Account Size

$560,036

FL Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ricki Jaye Work History

2022 - Present (3 years)

Cetera Advisors LLC

2021 - Present (4 years)

First Allied Advisory Services

2015 - Present (10 years)

Private Client Group Asset Management

1994 - Present (31 years)

Raj Consultants, Inc

2021 - 2022 (1 year)

First Allied Securities, Inc

2010 - 2019 (9 years)

First Allied Advisory Services, Inc

2009 - 2015 (6 years)

Southwest Financial Group

2006 - 2019 (13 years)

First Allied Securities, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Ricki Jaye 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 Private Client Group Asset Management

Ricki Jaye
Longwood, FL

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