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Jeffrey Forrest Waddington

Investment Distributors, Inc.

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About Jeffrey Forrest Waddington

Jeffrey Forrest Waddington is a financial professional with over 10 years of experience in the industry. Jeffrey Waddington is currently registered with Investment Distributors, Inc. and has previously been registered with Concourse Financial Group Securities, Inc., Integrated Financial Planning Services, Capital Brokerage Corporation, Equitrust Marketing Services, LLC and Aegon USA Securities Inc.. Jeffrey Waddington is a Series 6 and Series 63 licensed representative. Jeffrey Waddington is also licensed as a Series 26 principal.

Firm Information

Jeffrey Waddington is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

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.

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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Jeffrey Waddington’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

AL

08/05/2019 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)

NA

03/12/2018 - 07/31/2019

INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )

VA

08/22/2014 - 03/23/2016

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

IA

05/20/1996 - 04/07/2000

EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)

IA

01/12/1996 - 05/15/1996

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

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Licenses & Designations

BC

Issued 10/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Forrest Waddington.
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