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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Pictet & Cie 3 months, 3 weeks Nov 2019 - Present
Raymond James Financial Services Advisors, Inc. 3 months, 3 weeks Nov 2019 - Present
First Western Advisors 20 years, 1 month Jan 2000 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Jeffrey Teran

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
I have am trying to rollover my 401K. The employer won't sign the form, what is the legal deadline?
You may want to consider contacting your regional Department of Labor office. The DOL regulates ERISA laws that govern defined contribution plans like this. According to ERISA, plan trustees must act in a fiduciary capacity, meaning they must put your interests before their own. For example, promptl...  (more)
Answered May 2014
How is it possible to lose $14K in 8 months when the Dow is only 200 points when you're supposed to be mitigating risks?
I agree with Richard and Nick, consider the size of your portfolio. What percent is a $14k loss to your overall investment? If the DOW is down 200 points, that's about a -1.1% drop, are you close to that number? I would also look at your allocation and sector exposure. Energy and commodities have be...  (more)
Answered Dec 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 16, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Nov 16, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Raymond James Financial Services Advisors, Inc

    Last updated on Feb. 12, 2020
      • $117.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 400K
        Accounts
      • $294.0K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements