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Jeffrey Mark Siegel

"Guiding You Steadily Toward Your Financial Goals"

Raymond James Financial Services Advisors, Inc

San Diego

CA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Insurance

  • Pension Consulting
    • -401k
  • Portfolio Management

  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

Firm Client types

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

Qualifications

Experience

No timeline events available.
Employer Years Dates
Jeffrey Siegel Ceramic Art 1 year, 8 months Dec 2017 - Present
Raymond James Financial Services Advisors, Inc 10 years, 7 months Jan 2009 - Present
Siegel Financial 12 years, 9 months Nov 2006 - Present
Raymond James Financial Services, Inc 17 years, 7 months Jan 2002 - Present
Non-Variable Insurance 21 years, 9 months Nov 1997 - Present

Designations & Memberships

  • Certified Public Accountant
    Designation
    Certified Public Accountant
    The Uniform CPA Examination protects the public interest by helping to ensure that only qualified individuals become licensed as U.S. Certified Public Accountants (CPAs). Individuals seeking to qualify as CPAs – the only licensed qualification in accounting – are required to pass the CPA Examination.
  • Certified Senior Advisor
    Designation
    Certified Senior Advisor
    The Certified Senior Advisor (CSA) program gives you the advanced knowledge and practical tools to serve seniors at the highest level possible while giving you a powerful credential that increases your competitive advantage over other professionals.
  • Personal Financial Specialist
    Designation
    Personal Financial Specialist
    Individuals holding this designation have an understanding of the service issues of retirement plan set-up, management, and review.

Articles and Answers

Insights by Jeffrey Siegel

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Aug. 6, 2019
    • $40.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 100
      number of clients
    • $400.0K
      Estimated Average Account Balance Per Client

Raymond James Financial Services Advisors, Inc

Last updated on May 20, 2019
    • $103.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 344K
      Accounts
    • $301.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
  • Other