Jeffrey Budd, Cfp®, Clu®
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Jeffrey Budd, Cfp®, Clu® Email & Phone Number

Financial Advisor at Raymond James
Location: Paramus, New Jersey, United States 6 work roles 3 schools
1 work email found @raymondjames.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email j****@raymondjames.com
LinkedIn Profile matched
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Current company
Raymond James
Role
Financial Advisor
Location
Paramus, New Jersey, United States
Company size
5 employees

Who is Jeffrey Budd, Cfp®, Clu®? Overview

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Quick answer

Jeffrey Budd, Cfp®, Clu® is listed as Financial Advisor at Raymond James, a with 5 employees, based in Paramus, New Jersey, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Jeffrey Budd, Cfp®, Clu®.

Jeffrey Budd, Cfp®, Clu® previously worked as Vice President, Financial Consultant at Fidelity Investments and Associate Vice President, Financial Advisor at Morgan Stanley. Jeffrey Budd, Cfp®, Clu® holds Chartered Life Underwriter from The American College Of Financial Services.

Company email context

Email format at Raymond James

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Jeffrey Budd, Cfp®, Clu®. Compare company email patterns before reaching out.

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Profile bio

About Jeffrey Budd, Cfp®, Clu®

With the insight and knowledge gained from over 25 years in the securities industry, I help investors achieve and maintain financial independence, so they can focus on the most important things in life. I'm a partner who will address your specific needs, including income and retirement planning, estate planning, college planning, charitable giving, wealth management, and more. Serving you. Well.

Current workplace

Jeffrey Budd, Cfp®, Clu®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Raymond James
Raymond James
Financial Advisor
Toronto, ON
Website
raymondjames.ca
Employees
5
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Company profile
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6 roles · 36 years

Jeffrey Budd, Cfp®, Clu® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Raymond James

St. Petersburg, Florida, Us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Mar 2019 - Present

Associate Vice President, Financial Advisor

Morgan Stanley
1997 - 2002 ~5 yrs

Personal Investment Consultant

First Union
1995 - 1997 ~2 yrs

Financial Consultant

Merrill Lynch

New York, Ny, Us

1991 - 1992 ~1 yr
Team & coworkers

Colleagues at Raymond James

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

WB Will Boyd Will Boyd Colleague at Raymond JamesBoston, Massachusetts, United States View → TS Tom Scanlon, Cpa, Cfp® Tom Scanlon, Cpa, Cfp® Colleague at Raymond JamesGreater Hartford, United States View → JH Janice Hawkins Janice Hawkins Colleague at Raymond JamesTampa, Florida, United States View → AH Allison Holly Allison Holly Colleague at Raymond JamesMiami, Florida, United States View → AP Andrew Phillips, Wms Andrew Phillips, Wms Colleague at Raymond JamesSt Petersburg, Florida, United States View → RL Rob Larmore Rob Larmore Colleague at Raymond JamesAtlanta, Georgia, United States View → RH Riley Hall-Rodriguez Riley Hall-Rodriguez Colleague at Raymond JamesGreater Tampa Bay Area, United States View → EH Elizabeth Hartman, Chfc® Elizabeth Hartman, Chfc® Colleague at Raymond JamesNew Bern, North Carolina, United States View → JT Joseph Toro Joseph Toro Colleague at Raymond JamesLand O' Lakes, Florida, United States View → BB Bryce Benjamin Bryce Benjamin Colleague at Raymond JamesTampa, Florida, United States View →
3 education records

Jeffrey Budd, Cfp®, Clu® education

Chartered Life Underwriter

The American College Of Financial Services

Certified Financial Planner

College For Financial Planning

Bachelor Of Arts (B.A.), Economics

Rutgers University
FAQ

Frequently asked questions about Jeffrey Budd, Cfp®, Clu®

Quick answers generated from the profile data available on this page.

What company does Jeffrey Budd, Cfp®, Clu® work for?

Jeffrey Budd, Cfp®, Clu® works for Raymond James.

What is Jeffrey Budd, Cfp®, Clu®'s role at Raymond James?

Jeffrey Budd, Cfp®, Clu® is listed as Financial Advisor at Raymond James.

What is Jeffrey Budd, Cfp®, Clu®'s email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Jeffrey Budd, Cfp®, Clu® at Raymond James.

Where is Jeffrey Budd, Cfp®, Clu® based?

Jeffrey Budd, Cfp®, Clu® is based in Paramus, New Jersey, United States while working with Raymond James.

What companies has Jeffrey Budd, Cfp®, Clu® worked for?

Jeffrey Budd, Cfp®, Clu® has worked for Raymond James, Fidelity Investments, Morgan Stanley, First Union, and Olde Discount Brokerage.

Who are Jeffrey Budd, Cfp®, Clu®'s colleagues at Raymond James?

Jeffrey Budd, Cfp®, Clu®'s colleagues at Raymond James include Will Boyd, Tom Scanlon, Cpa, Cfp®, Janice Hawkins, Allison Holly, and Andrew Phillips, Wms.

How can I contact Jeffrey Budd, Cfp®, Clu®?

You can use AeroLeads to view verified contact signals for Jeffrey Budd, Cfp®, Clu® at Raymond James, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Budd, Cfp®, Clu® attend?

Jeffrey Budd, Cfp®, Clu® holds Chartered Life Underwriter from The American College Of Financial Services.

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