Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Keasler is a financial advisor with over 28 years of experience in the industry. Jeffery has worked with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Advisors, LLC prior to his current role at Raymond James Financial Services Advisors, Inc. Jeffery has a Series 7, Series 31 and Series 63 licenses, and has expertise in financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management. Jeffery is also a partner at Burroughs Keasler Investment Partners.
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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
08/21/2018 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
08/21/2009 - 08/17/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHATTANOOGA TN)
TN
01/01/2008 - 08/21/2009
WELLS FARGO ADVISORS, LLC (CHATTANOOGA TN)
TN
02/28/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHATTANOOGA TN)
NY
02/27/1990 - 03/01/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 03/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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