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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 Alan Ditsworth is a financial advisor at Lion Street Advisors, LLC. Jeffrey has been in the financial services industry since 2003. Jeffrey is a Registered Representative and Investment Advisor Representative. Jeffrey has earned the Chartered Financial Consultant (ChFC) designation. Jeffrey's current office location is in Austin, Texas.
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.
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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TX
01/06/2022 - Present
Lion Street Advisors, LLC (AUSTIN TX)
NC
01/16/2018 - 01/04/2022
EQUITABLE DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
05/05/2016 - 01/26/2018
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
IN
09/11/2013 - 05/16/2014
MERCAP SECURITIES, LLC (FORT WAYNE IN)
NE
05/22/2012 - 05/03/2013
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NC
07/18/2005 - 04/05/2012
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
02/20/2003 - 07/18/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
04/10/2001 - 01/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 04/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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