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Jeffrey Kenneth Schneider

W & S Brokerage Services, Inc.

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About Jeffrey Kenneth Schneider

Jeffrey Kenneth Schneider is a financial professional with over 20 years of experience in the industry. Jeffrey is currently a registered representative with W&S Brokerage Services, Inc., a brokerage firm headquartered in Cincinnati, OH. Prior to that, Jeffrey worked for Lincoln Investment, Capital Analysts, Incorporated and Fidelity Brokerage Services LLC. Jeffrey holds licenses for Series 7, 63, 24, 99TO, and SIE. Jeffrey is registered to conduct business in 22 states.

Firm Information

Jeffrey Schneider is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Schneider’s Registration & Firm History

OH

01/30/2023 - Present

W&S Brokerage Services, Inc. (CINCINNATI OH)

OH

06/01/2012 - 01/24/2023

LINCOLN INVESTMENT (CINCINNATI OH)

OH

09/07/2007 - 06/01/2012

CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)

RI

09/20/2000 - 01/03/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 09/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Kenneth Schneider.
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