Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Jahnke is a financial advisor at Harbour Investments, Inc. Jeffrey is based in Oshkosh, WI and has been in the industry since June 2000. Jeffrey holds a Series 6, 7, 26, 63, and 65 licenses and is registered in Arizona, Massachusetts, Minnesota, Virginia, and Wisconsin. In addition to his role at Harbour Investments, Inc., Jeffrey also owns and operates Financial Planning Practice, a DBA focused on providing insurance products to individuals to protect their assets and address their liability risk exposure. Jeffrey has a wide range of experience in the financial services industry and has been involved in a number of other business ventures throughout his career.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
05/17/2018 - Present
Harbour Investments, Inc. (Oshkosh WI)
WI
01/25/2002 - 05/29/2018
WOODBURY FINANCIAL SERVICES, INC. (OSHKOSH WI)
CO
02/22/2001 - 01/23/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
06/20/2000 - 02/22/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Jahnke is the right advisor for you? Invested Better is here to help.
