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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 Vandevoir is a financial advisor with EP Wealth Advisors, a firm that manages $22.3 billion in assets. Jeffery has been in the financial industry since 2002, and holds Series 7, 63, 66, 24, 10, and 9 licenses. Jeffery has a strong track record of providing financial planning, portfolio management and retirement planning services to individuals, corporations and charitable organizations. Jeffery previously worked for TD Ameritrade, Union Bank, Citigroup Global Markets, Wells Fargo Advisors, and Charles Schwab.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Retirement plan advisory services & tax preparation services
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
07/04/2024 - Present
EP Wealth Advisors (Walnut Creek CA)
CA
01/09/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Berkeley CA)
CA
06/20/2017 - 12/20/2023
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
01/17/2017 - 06/26/2017
UNIONBANC INVESTMENT SERVICES, LLC (OAKLAND CA)
CA
12/28/2015 - 01/03/2017
TD AMERITRADE, INC. (WALNUT CREEK CA)
CA
10/12/2012 - 01/08/2016
CITIGROUP GLOBAL MARKETS INC. (LAFAYETTE CA)
CA
01/03/2011 - 10/04/2012
WELLS FARGO ADVISORS, LLC (BRENTWOOD CA)
CA
06/28/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BRENTWOOD CA)
CA
05/29/2007 - 07/14/2008
CITIGROUP GLOBAL MARKETS INC. (OAKLAND CA)
CA
09/06/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (OAKLAND CA)
MA
02/15/2005 - 08/30/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/15/2002 - 01/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
03/20/2002 - 06/11/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 01/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2003
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 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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