Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lee Scott is a financial advisor with Captrust in Salt Lake City, UT. Jeffrey has been working in the financial industry since December 2018. Jeffrey's primary registration is with the state of Utah as a Registered Representative (RA). Jeffrey also holds Series 63, Series 7, and SIE licenses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
02/25/2022 - Present
Captrust (Salt Lake City UT)
UT
10/26/2018 - 12/21/2021
E*TRADE SECURITIES LLC (SANDY UT)
BC
Issued 11/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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