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Jeffrey Gerald Winn

GLOBAL ASSETS ADVISORY, LLC·ORLANDO, Florida
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390 N. ORANGE AVENUE, SUITE 750, ORLANDO, FL 32801CRD# 2375998Firm CRD# 300460
01

About

Jeffrey Gerald Winn is a registered financial advisor based in ORLANDO, Florida, affiliated with GLOBAL ASSETS ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GLOBAL ASSETS ADVISORY, LLC
GLOBAL ASSETS ADVISORY, LLC
AUM
$303M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at GLOBAL ASSETS ADVISORY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2375998
Firm CRD# 300460
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at GLOBAL ASSETS ADVISORY, LLC

David S Weinberger
ORLANDO, FL
Edward Richard Cofrancesco
ORLANDO, FL
Matthew Edward Lampman
ORLANDO, FL
Richard Jay Weiss
ORLANDO, FL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in FloridaNational Fee Analysis
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