linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeff David Jewett

Brokers International Financial Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeff? Claim Your Profile

About Jeff David Jewett

Jeff Jewett is an investment advisor representative with Brokers International Financial Services, LLC. Jeff has been in the industry since 2002 and has experience in both the investment and insurance sectors. Jeff works with individuals, families, and small businesses to create financial plans and manage investments. The firm offers a variety of services, including financial planning, portfolio management, and educational seminars. Jeff has a strong track record of success in the financial services industry and is committed to helping clients achieve their financial goals.

Firm Information

Jeff Jewett is currently registered with Brokers International Financial Services, LLC. Brokers International Financial Services, LLC is a Limited Liability Company based in Urbandale, IA, that provides investment advisory services to individuals, businesses, charitable organizations, and other investment advisors. The firm is registered with the SEC and in all 51 states and has over 180 licensed agents, 173 investment advisor representatives, and 197 registered representatives. They have approximately $2 billion in assets under management, with a majority of their clients being individuals other than high-net-worth, followed by high-net-worth individuals. They also offer educational seminars and publish periodicals, and they are involved in wrap fee program participation.
Brokers International Financial Services, LLC

4135 NW URBANDALE DR

URBANDALE, IA 50322

$2.00B

Assets Under Management

10

Total Clients

226

Total Financial Advisors

Services Offered

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets managed by third-party advisor firms

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeff Jewett’s Registration & Firm History

IA

06/24/2019 - Present

Brokers International Financial Services, LLC (URBANDALE IA)

OR

09/19/2006 - 05/15/2007

NEXT FINANCIAL GROUP, INC. (BEND OR)

VT

08/21/2002 - 02/16/2006

EQUITY SERVICES, INC. (MONTPELIER VT)

Not sure if Jeff David Jewett is right for you?

Licenses & Designations

IA

Issued 02/21/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jeff David Jewett. Review regulatory record here.
Not sure if Jeff David Jewett is right for you?