Jeffrey Alan Nau
Investment adviser representative at Raymond James Financial Services Advisors, Inc
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
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
27 years in the industry.
- Nau Team Six, LLCApr 2020 to now
- Raymond James Financial Services Advisors, Inc.Feb 2020 to now
- Goetzman Nau Financial Partners, LLCFeb 2020 to now
- Raymond James Financial Services, Inc.Feb 2020 to now
- Hilton Head Beach RentalMar 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith Inc.Oct 1999 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4046632
- Firm CRD
- 149018