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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 Deloy Powell is an investment advisor representative with Elevage Partners, LLC. Jeffery has been in the industry since 1988 and has held positions at several firms. Jeffery holds licenses in Nevada, Texas, and is currently registered with Elevage Partners, LLC.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NV
11/30/2018 - Present
Elevage Partners, LLC (RENO NV)
CA
01/23/2009 - 07/02/2010
SECURITIES AMERICA, INC. (NAPA CA)
CA
05/06/2004 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (NAPA CA)
NJ
08/24/2001 - 12/31/2003
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
CA
01/23/1997 - 08/25/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IL
07/08/1995 - 11/06/1996
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CT
12/06/1994 - 05/22/1995
ABN AMRO SECURITIES (USA) INC. (STAMFORD CT)
IL
03/17/1993 - 05/22/1995
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
CA
05/11/1990 - 10/19/1992
ASB FINANCIAL SERVICES (IRVINE CA)
NA
01/25/1990 - 06/25/1990
GRIFFIN FINANCIAL SERVICES
NA
04/14/1988 - 08/30/1988
FIRST INVESTORS CORPORATION
IA
Issued 12/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
BC
Issued 03/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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