Jeffrey S. Kikoler

GOLDEN ROAD ADVISORS LLC

TAMPA, FL 33606

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CRD#: 2847168

Professional summary

Jeffrey Stuart Kikoler, CFP® is a registered financial advisor currently at GOLDEN ROAD ADVISORS LLC located in Tampa, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jeffrey has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed Insurance Agent; Not investment-related; same as business address; Insurance Sales; Implementations of insurance recommendations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stuart Kikoler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 14, 2021 - Present

GOLDEN ROAD ADVISORS LLC

Office #1: 615 W. De Leon St, Tampa, FL 33606

RIA

CRD#: 314077

TAMPA, FL

Past

February 13, 2004 - July 12, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

TAMPA, FL

Past

January 13, 2001 - July 12, 2021

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

TAMPA, FL

Past

November 9, 2000 - February 1, 2001

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

January 24, 2000 - September 19, 2000

STELLAR INVESTMENTS, INC.

CRD#: 13814

TAMPA, FL

Past

February 19, 1997 - November 11, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 19, 1997 - November 11, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GOLDEN ROAD ADVISORS LLC

CRD#: 314077 / SEC#: 801-121158

RIA

Registered Investment Advisory firm - (4/15/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/14/2021)

IAR

Texas
(10/5/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/16/2001

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/22/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/27/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/2/2004

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/10/2000

General Securities Principal Examination

Current Firm

GOLDEN ROAD ADVISORS LLC

CRD#: 314077 / SEC#: 801-121158

RIA

Registered Investment Advisory firm - (4/15/2021 Approved)

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Contact information

Main Address

615 W. De Leon St, Tampa, FL 33606

Mailing Address

Phone number

(813) 491-1593

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOLDEN ROAD ADVISORS DISCLOSURE BROCHURE (2/21/2025)

Regulatory assets under management

Total Number of Accounts	396
AUM (Assets Under Management)	$ 169,960,957

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffrey S. Kikoler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stuart Kikoler's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

WMA SECURITIES, INC.

STELLAR INVESTMENTS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GOLDEN ROAD ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2001

Series 65

Date: 3/22/1997

Series 63

Date: 2/27/1997

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2000

Series 53

Date: 9/2/2004

Series 24

Date: 4/10/2000

Current Firm

GOLDEN ROAD ADVISORS LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOLDEN ROAD ADVISORS LLC

TRUST BUT VERIFY

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