Jeffrey John Votruba
Investment adviser representative at Raymond James & Associates, Inc.
14 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James & Associates, Inc.Jun 2022 to now
- UnemployedFeb 2022 to May 2022
- The Huntington Investment CompanyOct 2021 to Jan 2022
- Cetera Investment Advisers LLCMar 2019 to Oct 2021
- Cetera Investment Services LLCMar 2019 to Oct 2021
- Tcf National BankMar 2019 to Oct 2021
- Citizens Securities, Inc.Feb 2017 to Mar 2019
- Fifth Third SecuritiesJun 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (MI).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1992950
- Firm CRD
- 705