Stuart Advisors, operating through SEC-Registered Investment Adviser Raymond James Financial Services Advisors, Inc. (CRD# 149018 / SEC# 801-69815) and Broker-Dealer CRD# 6694, is located at 2081 SE Ocean Boulevard (Suite 1B) in Stuart, Martin County, Florida (ZIP 34996). Led by Branch Manager and Senior Financial Advisor Jeffrey John Jacobsen, CFP® (CRD# 1028425), who has held the Certified Financial Planner (CFP®) certification since 1990, Stuart Advisors provides fiduciary retirement cash-flow modeling, tax-exempt municipal bond portfolios, 401(k)/pension rollover management, and Qualified Charitable Distribution (QCD) strategies for Treasure Coast seniors.
Official Verification Sources: FINRA BrokerCheck — Jeffrey John Jacobsen, CFP® (CRD# 1028425); Stuart Advisors — Official Raymond James Website
Issuer: SEC IAPD / FINRA BrokerCheck / CFP Board
Notes: Active Raymond James Financial Services Advisors, Inc. (CRD# 149018) branch in Stuart, FL. Branch Manager Jeffrey J. Jacobsen (CRD# 1028425) has held the CFP® certification since 1990.
Factual details and direct answers about Stuart Advisors — Raymond James Financial Services (Jeffrey J. Jacobsen, CFP®)'s services, licensing, and credentials.
How long has Jeffrey J. Jacobsen at Stuart Advisors held the CFP® certification?
Branch Manager and Senior Financial Advisor Jeffrey John Jacobsen (CRD# 1028425) has been a Certified Financial Planner (CFP®) certificant since 1990 and has over 40 years of investment experience.
What services does Stuart Advisors offer retirees along SE Ocean Boulevard in Stuart?
Stuart Advisors provides fiduciary CFP® retirement income planning, tax-exempt municipal bond ladders, RMD and Qualified Charitable Distribution (QCD) strategies, and trust/estate coordination through Raymond James.
Where is Stuart Advisors located?
The office is located at 2081 SE Ocean Blvd, Suite 1B, Stuart, FL 34996, near Vista Pines and Cleveland Clinic Martin North Hospital, and can be reached at (772) 283-9988.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.