Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Edward Simonbaker is a registered representative at Madison Investment Advisors, LLC. Jeffrey has been in the securities industry since December 20, 2000 and is currently registered with FINRA as well as the states of Alaska, California, Idaho, Montana, Nevada, Oregon, Washington, Wisconsin, and Wyoming. Jeffrey previously worked at Barclays Global Investors Services and Salomon Smith Barney Inc. In addition to providing investment advisory services at Madison Investment Advisors, LLC, Jeffrey also provides services to the firm's affiliated investment advisory firms, including Madison Investment Holdings, Inc., Madison Asset Management, LLC, and Hansberger Growth Investors, LP.
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.
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.
Subadvisory portfolio management in wrap sponsor programs and models
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
WI
04/15/2019 - Present
Madison Investment Advisors, LLC (MADISON WI)
NY
04/28/2003 - 05/21/2003
BARCLAYS GLOBAL INVESTORS SERVICES (NEW YORK NY)
NY
07/30/1997 - 09/17/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MD
09/10/1996 - 01/21/1997
THE ADVISORS GROUP, INC. (BETHESDA MD)
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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