Unclaimed Profile

Jeffrey Gerald Winn

GLOBAL ASSETS ADVISORY, LLC·ORLANDO, Florida

SIE, Series 7, Series 24, Series 63, Series 65Clean record19 years registeredGLOBAL ASSETS ADVISORY, LLC

390 N. ORANGE AVENUE, SUITE 750, ORLANDO, FL 32801CRD# 2375998Firm CRD# 300460

Profile Verification

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

Identity

Jeffrey Gerald Winn · ORLANDO, FL

Registration

CRD #2375998 · GLOBAL ASSETS ADVISORY, LLC · 19 years registered

Brand Profile

Not yet started

Career History

GLOBAL ASSETS ADVISORY, LLC

May 2019 – present

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Aug 2007 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 9, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

GLOBAL ASSETS ADVISORY, LLC

CRD 300460 · SEC 801-114946

AUM

$303M

Regulatory assets under management

Employees

1,662 client accounts

Services offered by GLOBAL ASSETS ADVISORY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GLOBAL ASSETS ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Gerald Winn offer?

Jeffrey Gerald Winn specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.

What are Jeffrey Gerald Winn's credentials?

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

Where is Jeffrey Gerald Winn located?

Jeffrey Gerald Winn is based in ORLANDO, Florida, working with GLOBAL ASSETS ADVISORY, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does Jeffrey Gerald Winn charge for services?

Jeffrey Gerald Winn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GLOBAL ASSETS ADVISORY, LLC?

GLOBAL ASSETS ADVISORY, LLC has approximately 21 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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