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Locality: San Diego, California

Phone: +1 858-320-4214



Address: 8910 University Center Lane, Suite 600 92122 San Diego, CA, US

Website: www.raymondjames.com/jeffardantz

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Jeff Ardantz, CFP 03.06.2021

Estate planning can sometimes feel overwhelming, and those without children or close family members may be especially uncertain about where to begin. Consider these key decisions when creating your plan.

Jeff Ardantz, CFP 20.05.2021

Almost 1 in 5 adults in the U.S. are providing unpaid care to another adult. Being a caregiver can certainly take its toll emotionally and financially. Dr. Amy D'Aprix talks about the practical, emotional, financial and family considerations that caregivers face.

Jeff Ardantz, CFP 08.05.2021

Our Freedom Environmental, Social and Governance (ESG) portfolios allow investors to make thoroughly vetted investment decisions that align with their values. Read more:

Jeff Ardantz, CFP 02.05.2021

To stay competitive, your business needs to maintain a vibrant culture and impressive benefits and that includes offering a retirement savings plan. Learn more about your options.

Jeff Ardantz, CFP 25.04.2021

The S&P 500 crossed over the 4,000 level for the first time in history last week. What does that really mean? Raymond James Chief Investment Officer Larry Adam shares his insight in the latest Weekly Investment Strategy.

Jeff Ardantz, CFP 23.01.2021

If you've worked for large publicly traded company... be sure you're aware of a strategy that can significantly reduce your tax implications and maximize stock distributions #taxplanning #stockcompensation #retirementplanning

Jeff Ardantz, CFP 14.01.2021

Tax filing season is quickly approaching. Not everyone needs a tax professional to assist them, but for those who do, here are a few signs that you've found the right professional and two that may indicate it's time to reevaluate.

Jeff Ardantz, CFP 03.01.2021

Learn the art of the good deal - here are three ways to help you land a better bargain on your next car or home.

Jeff Ardantz, CFP 01.01.2021

The 4Q20 earnings season is about to be "rockin' n' rollin'" over the next two weeks, as 225 companies representing ~68% of the S&P 500's market capitalization are set to report results. Hear more from Raymond James CIO Larry Adam.

Jeff Ardantz, CFP 12.12.2020

Steve Seedhouse, Raymond James biotechnology analyst, gives an overview of Moderna and Pfizer vaccines' trial results, manufacturing plans and rollout strategies.