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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 Dale Brown is a financial advisor with over 15 years of experience in the industry. Jeffrey is registered to provide investment advice in Arizona and Ohio. Currently, Jeffrey is associated with United Advisor Group. Previously, Jeffrey was associated with several other firms, including Taylor Capital Management, Woodstock Financial Group, AXA Advisors, and Linsco/Private Ledger. Jeffrey has passed the Series 66, Series 7, and SIE examinations. He also holds a Series 65 license. Jeffrey has experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
OH
09/11/2024 - Present
United Advisor Group (CINCINNATI OH)
AZ
05/17/2011 - 11/02/2015
TAYLOR CAPITAL MANAGEMENT INC. (MESA AZ)
AZ
11/29/2010 - 05/27/2011
WOODSTOCK FINANCIAL GROUP, INC. (MESA AZ)
AZ
04/04/2005 - 12/07/2010
AXA ADVISORS, LLC (MESA AZ)
SC
01/01/2005 - 03/21/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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