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Jeffrey Lee Combs

Advisor at Raymond James Financial — Fairmount, IN

Updated today

Credentials

Series 63, Series 66

Experience

31 years

Location

Fairmount, IN 46928

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jeffrey Combs is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His work history includes roles at First Farmers and AXA Advisors, among others. He is currently associated with First Farmers Investment Group in an advisory capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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

Fairmount, IN

102 S Main St

Fairmount IN 46928

Advisors at this office

1

Most active in

Indiana

Work history

31 years of industry experience

First Farmers Investment Group

2023 - Present • 3 years

Kokomo, IN

First Farmers

2018 - Present • 8 years

Kokomo, IN

Raymond James Financial Services Advisors INC.

2018 - Present • 8 years

Kokomo, IN

First Farmers Bank & Trust

2018 - 2023 • 5 years

Kokomo, IN

Raymond James Financial Services, Inc

2018 - Present • 8 years

KoKomo, IN

Unemployed

2018 - 2018 • 1 year

Logansport, IN

AXA Advisors, LLC

2016 - 2018 • 2 years

New York, NY

Unemployed

2016 - 2018 • 2 years

Logansport, IN

Disclosures

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

Business activities & affiliations

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Scott O

Series 63, Series 65

Marion, IN

GBS Investments

Scott Olds is a financial advisor with GBS Investments in Marion, IN, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Sigma Planning Corporation, Parkland Securities LLC, Hd Vest Advisory Services, and American Family Life Assurance Company. Outside of advisory work, Olds is the owner and sole proprietor of GBS Tax Service, LLC, a tax preparation and accounting business, and serves as co-trustee of the Manwell Family Trust. GBS Investments is a state-registered investment adviser providing discretionary portfolio management to individuals, high-net-worth clients, families, businesses, trusts, and estates. The firm employs a multi-method investment process and constructs customized portfolios designed to align with clients’ goals, risk tolerance, and tax circumstances.

Active portfolio management Options & derivatives strategies
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Margo P

Series 66

Upland, IN

Investor Fan

Margo Porter Panfili is a financial advisor with Investor Fan, holding a Series 66 designation and 18 years of industry experience. She has been with Investor Fan since 2012. Outside of her advisory role, she provides tax accounting and preparation services through Panfili Financial Services. Investor Fan serves individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates by offering investment management, financial consulting, and retirement plan advisory. The firm uses Modern Portfolio Theory combined with various analytical methods to tailor portfolios to client goals and coordinates with other professionals such as CPAs and estate attorneys.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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Mylon L

Series 63, Series 65

Marion, IN

Lincoln Investment

Mylon Logan is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Lincoln Investment since 2010 and maintains concurrent roles with Aag Securities, Inc. and Grant County State Bank. Outside of his advisory work, he serves as treasurer and board member for Westview Wesleyan Church. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team and a layered delivery model involving third-party managers and advisor-led relationships.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Equity compensation tax strategy Educators, Teachers, and Academics Founder/Business Owner Executive Self-Employed Mid-Career Professionals Retired

Mark S

Series 63, Series 66

Gas City, IN

Edward Jones

Mark Siegelin is a financial advisor with Edward Jones in Gas City, Indiana, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked at Edward Jones since 1993. Outside of his advisory role, Siegelin serves as a part-time hall director at Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive

Ryan J

CFP®, Series 66

Marion, IN

Edward Jones

Ryan Jones is a CFP® professional with 18 years of industry experience, currently serving at Edward Jones since 2007. He is based in Marion, IN, and holds the Series 66 designation. Outside of his advisory role, Jones serves as Board President and Fundraising Chair at Kinwell Academy. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving more than four million clients. The firm provides a range of advisory programs and investment solutions to individual and institutional clients, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Hellen J

Series 63, Series 66

Alexandria, IN

LPL Financial

Hellen Justus is a financial advisor with LPL Financial in Alexandria, Indiana, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. Her prior roles include positions at Edward Jones and E.K. Riley Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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