Jeffrey Nicholas Starkey
Investment adviser representative at Kooman & Associates
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$555.6MFirm 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 assetsFixed 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
12 years in the industry.
- Kooman & AssociatesOct 2022 to now
- Kooman & Associates, LLC (dba)Jun 2017 to now
- Raymond James Financial Services Advisors Inc.Oct 2014 to Oct 2022
- Raymond James Financial Services, IncApr 2014 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (PA, SC, TX).
Kooman & Associates
$555.6MAssets managed
331Clients
8Advisers
3 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
- 6323982
- Firm CRD
- 322163