Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Deyoung is an investment professional with over 40 years of experience in the financial industry. Jeffrey has held a variety of roles, including investment advisor representative, financial planner and portfolio manager. Jeffrey is currently registered with RBC Capital Markets, LLC, and has previously held positions with J.P. Morgan Securities LLC, Deutsche Bank Securities Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Smith Barney Inc. and Lehman Brothers Inc. Jeffrey's expertise encompasses various aspects of investment advisory services, including financial planning, pension consulting and portfolio management.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IL
09/29/2023 - Present
RBC Capital Markets, LLC (OAKBROOK TERRACE IL)
IL
06/04/2010 - 09/30/2023
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
01/13/2001 - 06/21/2010
DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)
MD
09/01/1997 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
06/10/1994 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
07/31/1993 - 07/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/27/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
06/22/1983 - 12/31/1984
WALL STREET FINANCIAL INC.
IA
Issued 07/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Deyoung is the right advisor for you? Invested Better is here to help.
