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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 Floyd Omohundro is a financial advisor at Davenport & Co. LLC. Jeffrey has over 30 years of experience in the financial services industry. Jeffrey is a Chartered Financial Analyst and holds a Series 7, Series 24, Series 63, Series 87, and Series 16 licenses. Jeffrey is registered with the state of Virginia and is a member of the CFA Society of Virginia. Jeffrey specializes in providing financial planning, portfolio management, and investment advice 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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
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2
VA
08/02/2023 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
07/01/2003 - 02/02/2012
WELLS FARGO SECURITIES, LLC (RICHMOND VA)
MO
10/01/1999 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
01/12/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
KY
08/01/1991 - 01/09/1995
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
BC
Issued 08/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 11/22/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/31/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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