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Jeffrey M. Siegel CPA/PFS Financial Advisor, RJFS
4330 La Jolla Village Dr.
Suite 330
San DiegoCA 92122
Phone: 858-866-3550
Fax: 858-535-0763
Toll-Free: 877-752-6463
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Mission Statement

Our Philosophy

At the core of our business philosophy lies a commitment to service that begins by listening carefully to your desires and concerns. Whether you need financial planning, investment advice, or portfolio management, we will develop a customized strategy to effectively reach your objectives. Throughout the process, we stay focused, welcome your questions and always provides excellent follow-through.

Our approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, we'll thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want.

Financial Planning

We offer you a personalized financial strategy, not a generic investment program... read more

401k Rollovers/IRA Rollovers

There are many 401k/IRA rollover rules and options to consider when rolling over your old retirement plan, as well as rollover tax consequences that could impede you from taking the correct IRA distribution, RMD or even lump sum distribution... read more


Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights


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.

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