The Driscoll Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Driscoll Group, Inc. provides financial planning and related consulting to individuals, business owners, pension and profit‑sharing plans, trusts, estates and charitable organizations. Services center on holistic written financial plans (using a six‑step FPA‑based process) and ancillary analyses such as business plan reviews and real estate rental analysis, with non‑discretionary allocation advice available for retirement plan assets.
TDGI’s planners emphasize analysis and recommended portfolio structures rather than active security selection or discretionary management, and may use charting, technical and cyclical analysis along with third‑party research to inform recommendations. Financial planning engagements typically terminate upon delivery of the plan; TDGI does not take custody of client assets or discretionary trading authority and does not provide routinely scheduled account reports unless requested.
Noteworthy for a team firm, many TDGI planners are also registered representatives of Raymond James and are licensed to sell securities and insurance, and the brochure discloses that commissions and product sales constitute the majority of planner income and time. This sales affiliation, combined with the firm’s decision not to manage client accounts on a discretionary basis and to limit ongoing reviews, distinguishes TDGI from peers that provide continuous asset management.
Client services
Expertise
Occupation focus
Fee options
$0 - $300,000: 1.50% annually $300,000 - $500,000: 1.25% annually $500,000+: 1.00% annually
Planners licensed to sell securities and insurance products generate commissions/fees from those sales; approximately 90% of planner income from commissions/fees
$300-$500 per hour for ancillary services and additional financial planning services
Account minimum: $100,000 Fee-only: Financial planning fees negotiable, generally ranging from $750 to $10,000; hourly rates $300-$500 per hour for planning and ancillary services
Main office
8825 Perimeter Park Blvd, Suite 604
Jacksonville FL 32216-1122
Advisors at this office
4
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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.
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.
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