Winston Bryce Jefferson
Investment Adviser Representative at Raymond James & Associates, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Winston Bryce Jefferson is an investment adviser representative with Raymond James & Associates, Inc. in Dallas, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Vanguard Advisers, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TD AmeritradeSep 2020 – Feb 2021Southlake, TX
- UnemployedMay 2020 – Sep 2020Argyle, TX
- Enterprise Rent-A-CarAug 2019 – Apr 2020Lewisville, TX
- NikeDec 2017 – Aug 2018Fort Worth, TX
- Illinois State UniversityMay 2015 – May 2019Normal, IL
- The Vanguard Group, Inc.Apr 2022 – May 2022Scottsdale, AZ
- Best BuySep 2021 – Mar 2022Cedar Park, TX
- The Vanguard Group, Inc.May 2022 – Nov 2022Plano, TX
- J.P. Morgan Securities LLCNov 2022 – Jul 2025Plano, TX
- UnemployedJun 2019 – Jul 2019Argyle, TX
- UnemployedFeb 2021 – Sep 2021Cedar Park, TX
- Raymond James & Associates, INCDec 2025 – no end date reportedDallas, TX
- UBS Financial ServicesNov 2025 – Dec 2025Plano, TX
- UnemployedJul 2025 – Nov 2025Irving, TX
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Raymond James & Associates, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5,717
- Offices listed on AdvisorFinder:
- 26
- Main office:
- St. Petersburg, FL
- SEC file number:
- 801-10418
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 25, 2026
View full firm profileOther advisors at Raymond James & Associates, Inc.
Showing 12 of 5,717 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Winston Bryce Jefferson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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