Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Dean Barlow is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with LPL Financial LLC and has held previous positions with Crown Capital Securities, L.P. and J.P. Turner & Company, L.L.C. Jeffrey is licensed to provide investment advice and sell securities in multiple states. Jeffrey specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
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.
Consulting and other non-discretionary advisory services
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.
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CA
05/02/2024 - Present
LPL Financial LLC (SANTA ANA CA)
CA
10/16/2012 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (SANTA ANA CA)
CA
09/25/2009 - 10/22/2012
J.P. TURNER & COMPANY, L.L.C. (IRVINE CA)
CA
02/01/2006 - 10/02/2009
CROWN CAPITAL SECURITIES, L.P. (NEWPORT BEACH CA)
IN
07/02/2003 - 02/02/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
10/07/1993 - 07/23/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 04/24/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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