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Jeffrey Felton

Pruco Securities, LLC

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About Jeffrey Felton

Jeffrey Felton is a financial advisor at Pruco Securities, LLC, and has been in the industry since 2013. Jeffrey has experience in a number of areas, including financial planning, selection of other advisors, and portfolio management. Jeffrey is licensed in 51 states and also has a Series 66 license. Jeffrey has been registered with Pruco Securities, LLC since 2018. Prior to that Jeffrey was registered with Wealth Enhancement Brokerage Services, LLC. Jeffrey has been registered with LPL Financial LLC since 2014. Jeffrey is also a registered Investment Advisor in 6 states.

Firm Information

Jeffrey Felton is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

Total Financial Advisors

Services Offered

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.

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selection of other advisors

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Fee Structure

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.

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other

Compensation from lpl enterprise, llc

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Jeffrey Felton’s Registration & Firm History

MN

04/14/2021 - Present

Pruco Securities, LLC (Minneapolis MN)

MN

03/31/2014 - 07/23/2018

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)

MN

03/28/2014 - 07/23/2018

LPL FINANCIAL LLC (PLYMOUTH MN)

MN

02/07/2013 - 12/18/2013

EDWARD JONES (ELK RIVER MN)

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Licenses & Designations

BOTH

Issued 02/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Felton.
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