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Jeffrey Alan Brasse

Level Four Advisory Services

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About Jeffrey Alan Brasse

Jeffrey Alan Brasse is an Investment Advisor Representative associated with Level Four Advisory Services, LLC based in Dallas, TX. Jeffrey has been in the industry since 2002 and has experience with investment companies, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Jeffrey Brasse is currently registered with Level Four Advisory Services. Level Four Advisory Services is a registered investment advisor headquartered in Dallas, Texas. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $4.33 billion in assets under management.
Level Four Advisory Services

12400 COIT ROAD

DALLAS, TX 75251

$4.33B

Assets Under Management

98

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees - portion of assets managed by other advisors

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Jeffrey Brasse’s Registration & Firm History

TX

02/09/2022 - Present

Level Four Advisory Services (DALLAS TX)

FL

02/25/2005 - 09/21/2006

FIFTH THIRD SECURITIES, INC. (NAPLES FL)

WI

09/20/2004 - 11/08/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

09/26/2002 - 11/29/2002

FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 01/27/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Alan Brasse.
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