Jeff Wahl
Investment Broker & Wealth Advisor @Raymond James Financial Service
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WORK HISTORY
Investment Broker & Wealth Advisor @Raymond James Financial Service
Minneapolis, MN, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
EDUCATION
University of St. Thomas
BA, Criminal Justice, Political Science
ABOUT JEFF WAHL
Jeff is a seasoned financial advisor known for his trustworthiness and unwavering commitment to his clients. He understands that every financial strategy takes a lifetime to complete - which is why he aims to position himself as the professional his clients can count on to help navigate the challenges that come with planning and investing in the markets.Known for his friendly demeanor, Jeff establishes genuine connections with clients, fostering an environment where trust, objectivity, respect and open communication thrive. Ultimately, Jeff and his team are focused on empowering clients to pursue their envisioned goals in life.Jeff has been in the financial services industry since 1996, and an advisor at Raymond James since 2008.With integrity, client-first service, and a prudent approach to investing, Jeff feels that the firm’s values have always strongly aligned with his own – making Raymond James, as he describes it, “a home away from home.”Jeff currently lives in Minnesota – the state where he was born and raised – with his spouse, Jennifer, and three children, Jeffrey, Matthew and Lauren. He received his Bachelor of Science from The University of St. Thomas in St. Paul and his high school diploma from St. Thomas Academy in Mendota Heights, Minnesota.Outside the office, Jeff spends his free time in the great outdoors golfing, skiing, hunting and fishing.PRIMARY SERVICES PROVIDEDMy background is a concentration in Retirement Planning and Capital Markets. Fee based and commission alternatives for meeting your specific needs are offered throughout our relationship. A simplified breakdown of my services is as follows:RETIREMENT PLANNING:For Individuals: IRA Education, Traditional IRA\'s and Roth IRA’s.For Businesses: 401(k), 403(b), Simple IRA\'s, SEP IRA457 and TSP plans. Simple IRA\'s, SEP IRA\'s, and Uni401(k)\'s.COLLEGE EDUCATION PLANNING:529 Plans, Uniform Transfers to Minors Act (UTMA) accountsSECURITY INVESTMENTS & FINANCING:Stocks, Mutual Funds, Exchange Traded Funds (ETF\'s), and Fixed Income (Bonds), Mortgages, and Securities Based Lines of Credit (SBLOC)*INSURANCE PRODUCTS:Variable Annuities, Life Insurance, Long-Term Care (LTC) Insurance.ESTATE PLANNING:Coordination of Wills, Trusts, & Business Succession Planning.*Lending Services provided by Raymond James Bank N.A. a fully chartered national bank affiliated with Raymond James Financial Services.Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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