Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cruz is a financial advisor with Empower Advisory Group, LLC. Jeffrey has been in the industry since May 11, 2008, and is currently registered with the state of California. Previously, Jeffrey was associated with J.P. Morgan Securities LLC, Chase Investment Services Corp., Centaurus Financial, Inc., and Ameriprise Financial Services, Inc. Jeffrey holds the Series 66, 26, 6TO, SIE and 7 securities licenses. Jeffrey specializes in providing financial planning and portfolio management services for individuals, businesses, and charitable organizations.
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.
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
CO
02/22/2016 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CA
10/01/2012 - 12/02/2014
J.P. MORGAN SECURITIES LLC (YORBA LINDA CA)
CA
03/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (YORBA LINDA CA)
CA
01/12/2010 - 02/09/2011
CENTAURUS FINANCIAL, INC. (NEWPORT BEACH CA)
CA
03/27/2008 - 01/19/2010
AMERIPRISE FINANCIAL SERVICES, INC. (LONG BEACH CA)
BOTH
Issued 04/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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