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Jeffrey Alan Tupper

Pimco Investments LLC

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About Jeffrey Alan Tupper

Jeffrey Alan Tupper is a registered representative with Pimco Investments LLC. Jeffrey has been in the financial services industry since August 20, 2010. Prior to joining Pimco, Jeffrey was with Allianz Global Investors Distributors LLC and MetLife Investors Distribution Company. Jeffrey is a Series 6, SIE and Series 99TO licensed professional.

Firm Information

Jeffrey Tupper is currently registered with Pimco Investments LLC. Pimco Investments LLC is a Limited Liability Company formed in 2010. The firm is registered to provide investment advisory services in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

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.

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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Jeffrey Tupper’s Registration & Firm History

CA

06/06/2016 - Present

Pimco Investments LLC (NEWPORT BEACH CA)

NY

10/15/2013 - 02/05/2019

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

08/31/2009 - 10/25/2012

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

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Licenses & Designations

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan Tupper.
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