Unclaimed Profile

Jeffrey Bruce Koch

BDO WEALTH ADVISORS, LLC·JACKSONVILLE, Florida

Series 2Clean record30 years registeredBDO WEALTH ADVISORS, LLC

501 RIVERSIDE AVENUE, JACKSONVILLE, FL 32202CRD# 2779737Firm CRD# 222525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Bruce Koch · JACKSONVILLE, FL

Registration

CRD #2779737 · BDO WEALTH ADVISORS, LLC · 30 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BDO WEALTH ADVISORS, LLC

BDO WEALTH ADVISORS, LLC

Sep 2016 – Dec 2019

Fort Lauderdale, FL

GSK WEALTH ADVISORS, INC.

Aug 1996 – Oct 2016

FORT LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · August 9, 1996

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BDO WEALTH ADVISORS, LLC

CRD 222525 · SEC 801-108306

AUM

$3.0B

Regulatory assets under management

Employees

4,125 client accounts

Services offered by BDO WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BDO WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Bruce Koch offer?

Jeffrey Bruce Koch specializes in Financial Planning, Investment Management, Wealth Management.

What are Jeffrey Bruce Koch's credentials?

Jeffrey Bruce Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Bruce Koch located?

Jeffrey Bruce Koch is based in JACKSONVILLE, Florida, last registered with BDO WEALTH ADVISORS, LLC.

How does Jeffrey Bruce Koch charge for services?

Jeffrey Bruce Koch's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of advised assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BDO WEALTH ADVISORS, LLC?

BDO WEALTH ADVISORS, LLC has approximately 43 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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