Jeffery Albaneze, financial advisor Jacksonville FL

Jeffery Albaneze

CRD Number: 6674627
Current Firm: Bdo Wealth Advisors, LLC

Jeffery Albaneze (CRD# 6674627) is an Investment Advisor Representative working at Bdo Wealth Advisors, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Jeffery Albaneze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bdo Wealth Advisors, LLC Jacksonville, FL Apr 2017 - Current 2
Lba Wealth Management, LLC Jacksonville, FL Jun 2014 - Current 5
Florida State University Tallahassee, FL Jun 2010 - May 2014 3
Fox Sports New York, NY Jun 2013 - Aug 2013 < 1
Chalk Talk New York, NY Jun 2013 - Aug 2013 < 1
Lba Wealth Management, LLC Jacksonville, FL Jun 2012 - Aug 2012 < 1
Hannafords Meredith, NH Jun 2011 - Aug 2011 < 1
The Bolles School Jacksonville, FL Aug 2004 - May 2010 5

Jeffery Albaneze has no recent exams reported.
Contact Info for Jeffery T. Albaneze
Phone Number: 904.396.4015
Firm Website: http://www.bdo.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    894
    MILLIONS
  • Total Number of Accounts
    1,745
    ACCOUNTS
  • Average Account Value
    $512,134
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, MA, MD, MO, NC, NH, NJ, NY, PA, TX, UT, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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