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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 Brecht is a financial advisor with Pure Financial Advisors, LLC, working in Woodland Hills, California. Jeffrey has been a financial advisor for over a decade, and holds the Series 7 and Series 66 licenses. Jeffrey also holds the Certified Financial Planner designation. Jeffrey has previously worked with a number of other firms including Principal Securities, Inc., M Holdings Securities, Inc., Northwestern Mutual Investment Services, LLC, and Merrill Lynch. Jeffrey specializes in working with high-net-worth individuals, individuals other than high-net-worth, and pension and profit sharing plans.
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.
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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CA
06/18/2021 - Present
Pure Financial Advisors, LLC (Woodland Hills CA)
CA
03/09/2017 - 06/11/2021
PRINCIPAL SECURITIES, INC. (COSTA MESA CA)
CA
12/15/2016 - 02/21/2017
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
CA
05/17/2016 - 09/13/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
02/10/2015 - 03/31/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA MONICA CA)
CA
08/13/2013 - 12/17/2014
MORGAN STANLEY (BEVERLY HILLS CA)
AZ
07/12/2012 - 03/28/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 10/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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