Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jones is a registered investment advisor representative with Csenge Advisory Group, LLC. Jeffrey has been in the financial services industry since 1994. Prior to joining Csenge Advisory Group, LLC, Jeffrey was a registered representative with FSC Securities Corporation, SII Investments, Inc., Next Financial Group, Inc. and Advest, Inc. Jeffrey has a wide range of experience in financial services, including financial planning, asset allocation, and portfolio management for individuals and businesses. Jeffrey specializes in providing financial advice to high net worth individuals, corporations 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
OH
12/13/2017 - Present
Csenge Advisory Group, LLC (Lancaster OH)
OH
12/05/2017 - 07/31/2018
FSC SECURITIES CORPORATION (LANCASTER OH)
OH
12/16/2010 - 12/06/2017
SII INVESTMENTS, INC. (LANCASTER OH)
OH
01/02/2004 - 12/17/2010
NEXT FINANCIAL GROUP, INC. (LANCASTER OH)
GA
01/06/1995 - 01/02/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
03/17/1994 - 01/17/1995
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 03/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/08/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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