Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Lee Powell is an investment advisor representative with Sagespring Wealth Partners. Jeffery has over 20 years of experience in the financial industry, beginning his career at Dean Witter Reynolds in 1984. He has held several industry roles including working with Raymond James Financial Services, Inc. and Hewlett Davidson & Powell, LLC. Jeffery is a Series 3, 6, 7, 63, and 65 licensed professional. He is currently registered as an investment advisor representative with Sagespring Wealth Partners in Alabama.
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.
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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2
AL
03/08/2021 - Present
Sagespring Wealth Partners (Homewood AL)
AL
05/11/2000 - 10/02/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
NY
02/18/1994 - 05/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/21/1984 - 02/22/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/23/1984 - 07/20/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 03/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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