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Jeffery Chance Shoop

Advisor at Raymond James Financial — Center, TX

Updated today

Credentials

Series 63, Series 66

Experience

32 years

Location

Center, TX 75935

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jeffery Shoop is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of financial advising, Shoop is involved in various business ventures including real estate development, property management, and ownership interests in hospitality and aviation enterprises. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and investment consulting supported by analytical tools and offers advisory programs along with institutional consulting and portfolio management through a large advisor network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Center, TX

220 Tenaha Street

Center TX 75935

Advisors at this office

2

Most active in

Texas

Work history

32 years of industry experience

Raymond James Financial Services Advisors Inc.

2016 - Present • 10 years

Center, TX

Raymond James Financial Services, inc.

2016 - Present • 10 years

Center, TX

LPL Financial

2002 - 2016 • 14 years

Center, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Hope O

Series 63, Series 66

Center, TX

Edward Jones

Hope O’Rear is a financial advisor with Edward Jones in Center, TX, holding Series 63 and Series 66 designations and five years of industry experience. Her prior work includes roles at Charles Schwab, AXA Advisors, and Hibu. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Karl L

Series 66

Center, TX

OSAIC

Karl Locke is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and JBA Financial Services. Locke also works as a licensed life and health insurance agent through JBA Financial Services. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Casey W

Series 66

Center, TX

Edward Jones

Casey Williams is a Series 66 licensed financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, his spouse operates a daycare center in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated products. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Margaret C

Series 66

Center, TX

Edward Jones

Margaret Camp is a financial advisor at Edward Jones in Center, TX, holding a Series 66 designation with eight years of industry experience. Her prior work includes six years with Mark A Cline, MD. Outside of her advisory role, she is involved with Shelby County Today, an online news publication, where she handles invoicing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branches nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Emily T

Series 63, Series 65

Center, TX

Raymond James Financial

Emily Teske is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Raymond James in 2017, she worked at Valic for one year. Teske is also an insurance agent with Shoop Insurance Agency in Center, TX. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports its advisory network with specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Matthew S

CFP®, Series 66

Center, TX

OSAIC

Matthew Silvey is a financial advisor at OSAIC with three years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Uptick Partners, Ameriprise, Texas A&M, and Joaquin High School. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment platforms and tools, managing portfolios that include multiple asset classes and providing both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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