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Jeffrey Allan Speight

Tanglewood Total Wealth Management, Inc.

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About Jeffrey Allan Speight

Jeffrey Allan Speight is a financial advisor at Tanglewood Total Wealth Management, Inc. Jeffrey is a CERTIFIED FINANCIAL PLANNER™ professional. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey provides portfolio management for individuals and businesses.

Firm Information

Jeffrey Speight is currently registered with Tanglewood Total Wealth Management, Inc.. Tanglewood Total Wealth Management, Inc. is a Houston, TX-based registered investment advisor with $1,305,375,189 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses. They serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Tanglewood Total Wealth Management, Inc.

1400 POST OAK BLVD

HOUSTON, TX 77056

$1.31B

Assets Under Management

Not reported

Total Clients

9

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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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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percentage of assets

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

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Jeffrey Speight’s Registration & Firm History

TX

03/28/2013 - Present

Tanglewood Total Wealth Management, Inc. (HOUSTON TX)

CO

09/06/2011 - 09/07/2012

TCADVISORS NETWORK INC. (CENTENNIAL CO)

TX

01/18/2001 - 01/12/2011

CHARLES SCHWAB & CO., INC. (HOUSTON TX)

NJ

01/03/2000 - 11/09/2000

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

MO

09/20/1997 - 01/03/2000

MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)

GA

02/07/1997 - 08/14/1997

WMA SECURITIES, INC. (DULUTH GA)

GA

10/31/1995 - 12/31/1996

WMA SECURITIES, INC. (DULUTH GA)

RI

01/16/1990 - 11/08/1995

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

FL

02/27/1989 - 11/21/1989

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 03/09/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/1991

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 02/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Allan Speight.
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