Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeff? Claim Your ProfileJeff Luebe is an Investment Advisor Representative with ONE Degree Advisors, Inc. Jeff has over 20 years of experience in the financial services industry. Jeff provides financial planning and investment management services to individuals, families, and charitable organizations. Jeff is registered with the state of California and is a Series 7 and Series 66 licensed representative. Jeff has been with ONE Degree Advisors, Inc. since 2017. Previously, Jeff was with Securities America, Inc. and TD Ameritrade, Inc. Jeff is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fixed and hourly fees for financial planing
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CA
06/14/2017 - Present
ONE Degree Advisors, Inc. (SAN DIEGO CA)
CA
06/09/2017 - 06/04/2019
SECURITIES AMERICA, INC. (SAN DIEGO CA)
CA
06/15/2007 - 09/26/2016
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
02/01/2007 - 02/21/2007
WACHOVIA SECURITIES, LLC (LA MESA CA)
CA
08/24/2006 - 02/01/2007
ATLAS SECURITIES, LLC (LA MESA CA)
CA
02/22/2006 - 08/28/2006
LINSCO/PRIVATE LEDGER CORP. (CHULA VISTA CA)
CA
01/21/2000 - 02/23/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
KS
09/01/1999 - 01/13/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 09/23/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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