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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 Jason Scott is an investment advisor representative with Kestra Advisory Services, LLC. Jeffrey has been in the financial services industry since 2005. Jeffrey is registered with the state of Utah and Texas to provide investment advisory services. Jeffrey has also held previous positions with FINANCIAL TELESIS INC, BENEFITSCORP EQUITIES, INC. and ONE ORCHARD EQUITIES, INC. Jeffrey holds both Series 6 and Series 63 licenses, as well as the SIE and Series 65.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
UT
04/28/2016 - Present
Kestra Advisory Services, LLC (South Jordan UT)
UT
08/05/2008 - 10/04/2010
FINANCIAL TELESIS INC (SALT LAKE CITY UT)
CO
10/21/2002 - 12/20/2002
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/22/2000 - 10/21/2002
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 01/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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