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Jeffery Adam Hardin

Fiduciary Solutions, LLC

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About Jeffery Adam Hardin

Jeffery Hardin is an investment advisor representative with Fiduciary Solutions, LLC. Jeffery is a licensed investment advisor representative in California. Jeffery also has experience working with American Global Wealth Management, Inc., Cape Securities Inc., and Advanced Asset Trading, Inc. Jeffery has 11 years of experience in the securities industry. He is a registered representative with FINRA and a licensed investment advisor representative in California.

Firm Information

Jeffery Hardin is currently registered with Fiduciary Solutions, LLC. Fiduciary Solutions, LLC is an investment advisor that provides selection of other advisors services. They have a total of 560 clients, including 111 high-net-worth individuals and 449 individuals other than high-net-worth. They have 3 licensed agents, 3 investment advisor representatives, and 1 registered representative.

Not reported

Assets Under Management

Not reported

Total Clients

2

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.

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selection of other advisors

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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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other

Selection of other adviser fees

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Jeffery Hardin’s Registration & Firm History

CA

04/15/2021 - Present

Fiduciary Solutions, LLC (ROSEVILLE CA)

GA

03/24/2017 - 12/10/2018

AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (McDonough GA)

GA

01/08/2013 - 01/02/2015

CAPE SECURITIES INC. (STOCKBRIDGE GA)

GA

03/21/2012 - 11/30/2012

ADVANCED ASSET TRADING, INC (ATLANTA GA)

GA

06/24/2011 - 02/22/2012

ALLIED BEACON PARTNERS, INC. (ATLANTA GA)

GA

02/07/2011 - 06/24/2011

GIRARD SECURITIES, INC. (ATLANTA GA)

GA

03/05/2010 - 02/11/2011

QA3 FINANCIAL CORP. (ATLANTA GA)

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Licenses & Designations

IA

Issued 05/13/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/02/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2010

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Jeffery Adam Hardin. Review regulatory record here.
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