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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 Barrera is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Jeffrey has been in the securities industry since December 7, 1997 and holds multiple licenses and registrations. Jeffrey has previous experience with Chase Investment Services Corp., WAMU Investments, Inc., and Great Western Financial Securities Corporation. Jeffrey also provides notary services to clients and non-clients, is a part of Pro-Active Managing Partners, LLC, Retirement By Design, Inc., and Tax & Wealth Management, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
01/23/2019 - Present
Raymond James Financial Services Advisors, Inc. (CYPRESS CA)
CA
05/02/2009 - 09/04/2009
CHASE INVESTMENT SERVICES CORP. (LAKEWOOD CA)
CA
05/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (LAKEWOOD CA)
CA
12/08/1997 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
BOTH
Issued 07/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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