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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Dane Brookshire is a financial advisor with over 25 years of experience in the industry. Jeffery has a long history of working in financial services, beginning with Edward Jones in 1997 and has held positions with First Allied Securities, Inc., First Allied Advisory Services, Inc. and Pacific Wealth Strategies Group, Inc. Jeffery is a Certified Financial Planner and holds Series 4, 7, 24, 51, 63, 66, 99, and SIE licenses. Jeffery specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
CA
09/14/2007 - Present
Pacific Wealth Strategies Group, Inc. (SANTA BARBARA CA)
CA
04/02/2002 - 06/01/2022
FIRST ALLIED SECURITIES, INC. (SANTA BARBARA CA)
MO
12/05/1997 - 04/29/2002
EDWARD JONES (ST. LOUIS MO)
BC
Issued 11/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/07/2003
Series 4 - Registered Options Principal Examination
BC
Issued 08/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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