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Jeff Winn

Jeff Winn

Managing Partner

Jeff has been in the financial services industry since graduating from the University of Florida in 1993. Within the overall financial services universe, he has developed his particular expertise in the areas of portfolio management, risk management, and retirement and estate planning.

Jeff has completed the required curriculum for several industry designations, including the Certified Financial Planning certificate, and the Certified Senior Advisor certificate. He has also been awarded the Chartered Retirement Planning Counselor designation.  He has earned several NASD issued licenses, including licenses qualifying him as a Registered Representative and a Registered Principal. Jeff also completed the NASD Uniform Investment Adviser Law Exam. In addition to his securities licenses, Jeff also holds life, health, and variable insurance licenses in several states.

International Assets Advisory, LLC

111 North Orange Avenue

Suite 1000, Orlando, FL 32801

Phone: (407) 254-1500


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International Assets Advisory, LLC strives to provide our investment professionals with access to a world-class financial services platform. We offer a global suite of products and services to help serve your clients.
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