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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan T. Jeffery is a financial advisor with over 20 years of experience in the industry. Brendan T. Jeffery is currently registered with J. W. Cole Advisors, Inc. in both Broker-Dealer and Investment Advisor capacities. Brendan T. Jeffery has held prior roles with Cambridge Investment Research, Inc., Ensemble Financial Services, Inc., and Sage, Rutty & Co., Inc., in both Broker-Dealer and Investment Advisor capacities. Brendan T. Jeffery holds Series 7, Series 63 and Series 65 licenses and is registered to provide investment advisory services in 15 states. Brendan T. Jeffery specializes in providing portfolio management for individuals, businesses, and charitable organizations. Brendan T. Jeffery is committed to providing his clients with personalized financial planning and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
03/29/2021 - Present
J. W. Cole Advisors, Inc. (Pittsford NY)
NY
05/31/2011 - 09/20/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Pittsford NY)
NY
10/02/2007 - 05/31/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
NY
11/26/1997 - 10/01/2007
SAGE, RUTTY & CO., INC. (ROCHESTER NY)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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