Jeffrey Gerald Winn
Investment adviser representative at Global Assets Advisory, LLC
24 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 yearsFirm in business
Are you Jeffrey Gerald Winn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Global Assets Advisory, LLCApr 2019 to now
- International Assets Investment Management, LLCJan 2016 to now
- International Assets Advisory, LLCMar 2002 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 2375998
- Firm CRD
- 300460