Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Gelles is a financial advisor with American Discovery Advisors, LLC located in Los Angeles, CA. Jeffrey has been in the industry since 2001 and has worked with a number of firms in the past. Jeffrey holds the Series 7, Series 24 and SIE licenses. Jeffrey is registered in California as a broker.
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.
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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2
CA
02/28/2019 - Present
American Discovery Advisors, LLC (Los Angeles CA)
NY
12/03/2009 - 09/29/2016
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
CA
06/20/2001 - 05/04/2009
UBS SECURITIES LLC (SAN FRANCISCO CA)
NY
05/07/1998 - 04/06/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
01/13/1998 - 05/05/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 07/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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