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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dewees has been in the financial services industry since 1997. Jeffrey is currently registered with Sanctuary Advisors, LLC, and has been employed there since September 2022. Sanctuary Advisors, LLC is a firm that offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for both individuals and businesses. Prior to joining Sanctuary Advisors, LLC, Jeffrey worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 25 years. Jeffrey holds the Series 7, 31, and 66 licenses. Jeffrey's specializations include individual retirement accounts, financial planning, investment management, and retirement planning.
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.
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
01/06/2023 - Present
Sanctuary Advisors, LLC (ALISO VIEJO CA)
CA
02/25/1997 - 09/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
BOTH
Issued 03/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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