Jeffrey Stuart Kikoler
Investment adviser representative at Golden Road Advisors LLC
25 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$237.7MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Golden Road Advisors LLCMay 2021 to now
- Raymond James & Associates, Inc.Jan 2001 to Jul 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Golden Road Advisors LLC
$237.7MAssets managed
248Clients
4Advisers
5 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
- 2847168
- Firm CRD
- 314077