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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 Jagard is a registered investment advisor with Avalan, LLC in SANTA BARBARA, CA. Jeffrey has been in the financial industry since 2004, and has experience at firms like Sanford C. Bernstein & Co., LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jeffrey holds a Series 6, 7, 30, 31, 63, 65 and 66 license. Jeffrey has experience in investment company products, variable contracts, futures managed funds, and general securities. Jeffrey has expertise in managing portfolios for individuals, and providing financial planning.
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.
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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2
CA
04/11/2022 - Present
Avalan, LLC (SANTA BARBARA CA)
CO
03/22/2007 - 12/23/2014
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
MA
05/25/2004 - 05/05/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/25/2004 - 05/05/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 12/23/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2014
Series 3 - National Commodity Futures Examination
BC
Issued 03/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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