Jeffrey Winn is a registered investment advisor at Global Assets Advisory, LLC, based in Orlando, FL, with 32 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,376 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GAA's investment advisory fees are based on a percentage of the value of your portfolio, up to 3.00% annually. The exact fee is negotiated between you and your advisor. The fee may be paid monthly or quarterly, in advance or after services are provided. In addition to GAA's fee, you may pay transaction fees and internal management fees on mutual funds and exchange-traded funds.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the CEO, President, and Partner of Winn Partners Financial Group, an investment-related DBA, and an advisor with International Assets Investment Management LLC. He also owns rental properties, is an investment advisor with Global Assets Advisory, LLC, owns 4 Winns LLC and Summit Solitude LLC, is an advisory board member with Stansberry Asset Management, and is a consultant with Winn Management Group.
Employment History
Current Registrations
Global Assets Advisory, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Five X Securities, INCBroker
International Assets Investment Management, LLC
Janney Montgomery Scott LLCBroker
International Assets Advisory CorporationBroker
State Registrations51 states
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