Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Eric Fong is a financial advisor with Concentrum Wealth Management, based in San Jose, CA. Jeffery has been in the financial services industry since August 1994. Prior to joining Concentrum Wealth Management, Jeffery worked at RAYMOND JAMES & ASSOCIATES, INC., WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC., CITIGROUP GLOBAL MARKETS INC., EVEREN SECURITIES, INC., and A. G. EDWARDS & SONS, INC. Jeffery is a Certified Financial Planner™ professional.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
05/15/2024 - Present
Concentrum Wealth Management (SAN JOSE CA)
CA
03/05/2009 - 04/25/2013
RAYMOND JAMES & ASSOCIATES, INC. (SAN JOSE CA)
CA
01/01/2008 - 03/06/2009
WACHOVIA SECURITIES, LLC (SAN JOSE CA)
CA
04/13/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN JOSE CA)
CA
02/05/2001 - 04/25/2006
CITIGROUP GLOBAL MARKETS INC. (SAN JOSE CA)
MO
10/11/1996 - 02/07/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MO
08/03/1994 - 10/14/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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