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Jennifer H

CFP®, Series 63, Series 65

Jacksonville, FL

The Driscoll Group, Inc.

Jennifer Harris is a Certified Financial Planner® with 22 years of experience in the financial services industry. She has worked at The Driscoll Group, Inc. since 2020 and previously held roles at BBVA Investments and Compass Bank. Based in Jacksonville, FL, Harris engages in developing and presenting financial plans to clients. The Driscoll Group, Inc. provides financial planning and consulting services to individuals, business owners, and institutional clients, focusing on holistic written plans and non-discretionary allocation advice. The firm emphasizes analysis and portfolio structure recommendations rather than active security selection or discretionary management.

General retirement planning Business sale tax planning Founder/Business Owner Retired
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Jeffrey D

CFP®, Series 66

Jacksonville, FL

The Driscoll Group, Inc.

Jeffrey Driscoll is a CFP®-certified financial advisor with Raymond James Financial Services Advisors Inc. in Jacksonville, FL, bringing 11 years of industry experience. He is also co-owner of The Driscoll Group Inc., an independent registered investment advisor. His career includes roles at Raymond James Financial Services since 2014. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes advisory and implementation-support services, utilizing firm research and a broad affiliate network to meet varied client needs.

General retirement planning Business sale tax planning Founder/Business Owner Retired
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Cory D

Series 66

Jacksonville, FL

The Driscoll Group, Inc.

Cory Driscoll is a financial advisor with The Driscoll Group, Inc. in Jacksonville, FL, holding a Series 66 designation and 13 years of industry experience. He has been associated with Raymond James Financial Services since 2012 and co-owns The Driscoll Group, Inc. He is also CEO and President of CDRISC Financial LLC, an entity formed to manage his revenue framework outside of trading activities. The Driscoll Group, Inc. provides financial planning and consulting services to individuals, business owners, and various entities, focusing on holistic written plans and non-discretionary retirement plan advice. The firm emphasizes analysis and recommended portfolio structures without discretionary management and does not take custody of client assets.

General retirement planning Business sale tax planning Founder/Business Owner Retired
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Kevin D

CFP®, ChFC®, Series 63

Jacksonville, FL

The Driscoll Group, Inc.

Kevin Driscoll is a financial advisor with Raymond James Financial, holding CFP® and ChFC® designations and over 40 years of industry experience. He has been affiliated with Raymond James since 1987 and leads The Driscoll Group, Inc., which he founded in 1983. His business activities include ownership roles in DRISC Financial LLC and investments in art through several Masterworks LLC entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations developed through detailed client risk profiling and supported by a broad affiliate network.

General retirement planning Business sale tax planning Founder/Business Owner Retired
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