Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Glen Rush is a financial advisor with over 20 years of experience in the industry. Currently, Jeffrey Glen Rush is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of California and Texas. Previously, Jeffrey Glen Rush was registered with Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Princor Financial Services Corporation, MFS Fund Distributors, Inc., Putnam Mutual Funds Corp., and A. G. Edwards & Sons, Inc. Jeffrey Glen Rush has a wide range of experience, including working with high-net-worth individuals, corporations, and pension plans. Jeffrey Glen Rush is also a registered principal, holding the Series 9 and Series 10 licenses, and has a comprehensive understanding of the financial markets. Jeffrey Glen Rush has a passion for helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
04/29/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
06/13/2013 - 06/18/2019
MORGAN STANLEY (BEVERLY HILLS CA)
MO
10/18/2006 - 02/14/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
02/28/2005 - 10/04/2006
PRINCOR FINANCIAL SERVICES CORPORATION (CHESTERFIELD MO)
MA
02/29/2000 - 05/02/2002
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
12/15/1999 - 02/23/2000
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
MO
10/20/1998 - 06/09/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Rush is the right advisor for you? Invested Better is here to help.
