Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffery David Ekberg

Brooklands Capital Strategies BD, LP

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

About Jeffery David Ekberg

Jeffery Ekberg is a financial professional registered with Brooklands Capital Strategies BD, LP. Jeffery has been active in the securities industry since August 14, 2016. Jeffery is licensed with FINRA and has passed the Series 27, SIE, and Series 99TO exams.

Firm Information

Jeffery Ekberg is currently registered with Brooklands Capital Strategies BD, LP. Brooklands Capital Strategies BD, LP is a Partnership formed on January 12, 2016. The firm is registered with the SEC and in all 51 states.

Not reported

Assets Under Management

Not reported

Total Clients

7

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.

Find Your Ideal Financial Advisor

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.

Jeffery Ekberg’s Registration & Firm History

CA

07/10/2017 - Present

Brooklands Capital Strategies BD, LP (San Francisco CA)

Not sure if Jeffery David Ekberg is right for you?

Licenses & Designations

BC

Issued 07/08/2017

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery David Ekberg.
Not sure if Jeffery David Ekberg is right for you?