Winston Bryce Jefferson
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 feeCommissions
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.
- Raymond James & Associates, Inc.Dec 2025 to now
- UBS Financial ServicesNov 2025 to Dec 2025
- UnemployedJul 2025 to Nov 2025
- J.P. Morgan Securities LLCNov 2022 to Jul 2025
- The Vanguard Group, Inc.Apr 2022 to Nov 2022
- Best BuySep 2021 to Mar 2022
- UnemployedFeb 2021 to Sep 2021
- TD AmeritradeSep 2020 to Feb 2021
- UnemployedMay 2020 to Sep 2020
- Enterprise Rent-a-carAug 2019 to Apr 2020
- UnemployedJun 2019 to Jul 2019
- NikeDec 2017 to Aug 2018
- Illinois State UniversityMay 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7290557
- Firm CRD
- 705