Jeremy
Raffer

Steward Partners Investment Advisory, LLC

CRD#5175976
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Jeremy Raffer is a financial advisor located in New York, New York. Currently an investment advisor with Steward Partners Investment Advisory, LLC, they have gathered 10 years of practice as a financial advisor. Raffer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Raffer can act as a financial advisor based out of New Jersey and Texas. Throughout their career, they have worked at Carabiners, Sumner Communications, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, The Raffer Investment Group and Multiple Carriers. Steward Partners Investment Advisory, LLC is based out of New York, New York, and has 25 additional offices throughout the nation. Overall, Steward Partners Investment Advisory, LLC oversees $7 billion in assets covering 16,315 accounts and retains more than 224 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 14,299 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 62% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Steward Partners Investment Advisory, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

140 E, 45Th St. 36Th Floor
New York, NY 10017

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$7,347,561,277

NY Average: $7,464,549,021
Total Number of Employees

224

NY Average: 88
Total Number of Accounts

16,315

NY Average: 3,892
Average Account Size

$450,356

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

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

Jeremy Raffer Work History

Jeremy has 10 years of experience.

2018 - Present (3 years)

Raymond James Financial Services, Inc

2018 - Present (3 years)

Steward Partners Investment Advisory, LLC

2018 - Present (3 years)

The Raffer Investment Group

2018 - Present (3 years)

Multiple Carriers

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2011 - 2016 (5 years)

Wells Fargo Advisors LLC

2010 - 2010 (< 1 year)

Carabiners

2010 - 2011 (1 year)

Sumner Communications

Disclosures

Jeremy Raffer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Steward Partners Investment Advisory, LLC

Wayne Mccormick
Manchester, NH
Robert Baker
New York, NY
Kaitlyn Ramsay
Manchester, NH
Sharon Harkinson
Portsmouth, NH
Ross Hamilton
Bethesda, MD
Thomas Arcidiacono
New York, NY
Jeremy Raffer
New York, NY
Andrew Githmark
Manchester, NH

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started