Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Skousen is a financial advisor with Vanguard Advisers, Inc. Jeffrey has been in the financial services industry since 2008. Prior to joining Vanguard Advisers, Inc., Jeffrey worked at Charles Schwab & Co., Inc., Edward Jones, USAA Financial Advisors, Inc., and TIAA-CREF Individual & Institutional Services, LLC. Jeffrey holds Series 63, 66, and 7 licenses and the SIE exam. Jeffrey's investment specializations include portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and selection of other advisors.
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.
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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TX
08/22/2022 - Present
Vanguard Advisers, Inc. (PLANO TX)
TX
01/10/2020 - 07/28/2022
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
07/27/2018 - 10/08/2018
EDWARD JONES (TROPHY CLUB TX)
TX
07/26/2011 - 08/02/2018
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
12/10/2010 - 07/15/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
UT
04/07/2008 - 05/01/2009
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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