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Jeffrey Thomas Gue

Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 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

11 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Jul 2026 to now
  2. Fulton Financial AdvisorsJul 2026 to now
  3. Raymond James Financial Services, Inc.Jul 2026 to now
  4. Fulton BankJul 2024 to now
  5. Equity Services IncAug 2021 to Jul 2026
  6. National Life GroupAug 2021 to Jul 2026
  7. Ic Advisory Services IncNov 2016 to Aug 2021
  8. The Investment Center IncNov 2016 to Aug 2021
  9. Cetera Advisor Networks LLCJun 2015 to Nov 2016
  10. Codorus Valley Financial Advisors, IncJun 2015 to Nov 2016
  11. Peoples BankJun 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 1 state (MD).

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
4202767
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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