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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 G Darien is an investment advisor representative at Churchill Management Group. Jeffrey has over 20 years of experience in the financial services industry. Jeffrey's areas of expertise include Portfolio Management for Individuals, Businesses and Pooled Investment Vehicles. Jeffrey is registered to offer investment advisory services in Connecticut, Massachusetts, New Jersey, and New York. Jeffrey is a graduate of the University of California, Los Angeles, and holds a Bachelor of Arts degree in Economics.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
CT
03/29/2021 - Present
Churchill Management Group (Westport CT)
CT
05/03/2019 - 01/29/2021
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
09/29/2017 - 05/06/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)
NY
01/23/2013 - 10/02/2017
CHARLES SCHWAB & CO., INC. (NEW YORK CITY NY)
NY
12/09/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NA
04/18/1995 - 12/04/1995
CHEMICAL INVESTMENT SERVICES CORP.
NY
06/13/1994 - 04/17/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
01/18/1994 - 02/17/1995
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NY
07/31/1993 - 11/18/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
01/30/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/05/1989 - 09/24/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 01/05/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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