Jeffrey Stuart Kikoler
Advisor at Golden Road Advisors LLC — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, CFA®, Series 63, Series 65, Series 66
Experience Industry experience
27 years
Location
Tampa, FL 33606
Golden Road Advisors LLC
Supported
Total advisors
4Clients per advisor
62 HighAvg AUM per client
$938,049 TypicalHNW client ratio
31% TypicalJeffrey Kikoler is a financial advisor at Golden Road Advisors LLC with 26 years of industry experience. He holds the CFP® and CFA® designations and previously worked for Raymond James & Associates, Inc. for 20 years before joining his current firm. In addition to his advisory role, he is a licensed insurance agent involved in insurance sales and implementation. Golden Road Advisors offers investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm employs a fundamental, long-term investment approach using diversified portfolios of primarily low-cost mutual funds and ETFs, with flexibility to include individual securities and independent managers.
Based on Golden Road Advisors LLC
Based on Golden Road Advisors LLC
Fixed fees up to $10,000 for standalone financial planning services
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.60%
Commission-based compensation earned from insurance product sales separate from advisory fees
Up to $300 per hour for standalone financial planning services
Annual ongoing financial planning fees up to $10,000 per year
Account minimum: $5,000 annually Minimum fee: Minimum fee of $5,000 annually to implement investment process effectively Fee-only: Investment advisory fees based on AUM; standalone financial planning fees offered on hourly or fixed fee basis
Tampa, FL
615 W. De Leon St
Tampa FL 33606
Advisors at this office
4
Florida · Texas
27 years of industry experience
Golden Road Advisors LLC
2021 - Present • 5 years
St Petersburg, FL
Raymond James & Associates
2001 - 2021 • 20 years
Tampa, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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