RIA Intel›Advisers›Florida›JEFFREY B. WAXMAN, INC.

JEFFREY B. WAXMAN, INC.

Advisory

FL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in FL
#1,855
of 2,610 advisers by AUM
Average account
$266K
across 109 accounts
AUM per adviser
$14M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$29M
Discretionary %
100%
Clients
40
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$29M
Discretionary AUM$29M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients40
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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KHD FINANCIAL CORP.
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$29M
-5.9% 1Y

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