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Jeff Deke

DFA Securities LLC

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About Jeff Deke

Jeff Deke is a financial advisor registered with DFA Securities LLC. He holds Series 63, 7TO, 79TO and SIE licenses. Jeff has been in the securities industry since November 8, 2020. Prior to joining DFA Securities LLC, Jeff worked at WELLS FARGO SECURITIES, LLC. Jeff is registered to offer securities in 49 states and the District of Columbia.

Firm Information

Jeff Deke is currently registered with DFA Securities LLC. DFA Securities LLC is a Limited Liability Company formed in April 2009 and is registered in 53 states and with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

237

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.

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.

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Jeff Deke’s Registration & Firm History

NC

08/23/2021 - Present

DFA Securities LLC (CHARLOTTE NC)

NC

09/10/2020 - 06/23/2021

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 08/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff Deke.
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