Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lewis Eglow is a financial advisor at Newbridge Financial Services Group, Inc., based in Boca Raton, FL. Jeffrey has been in the financial services industry since 1996. Jeffrey has a broad range of experience, having worked for firms like Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney and SunTrust Investment Services, Inc. Jeffrey holds a Series 3, Series 7, Series 31, and Series 66 license, as well as a Series 63 license. Jeffrey is also licensed in the state of Florida to sell insurance. Jeffrey specializes in working with individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans 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.
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.
Promoter fees
1
2
FL
04/27/2018 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
03/03/2015 - 09/06/2017
SUNTRUST INVESTMENT SERVICES, INC. (DELRAY BEACH FL)
FL
01/13/2012 - 03/05/2015
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
05/20/2010 - 01/13/2012
MORGAN KEEGAN & COMPANY, INC. (CORAL SPRINGS FL)
FL
06/01/2009 - 05/26/2010
MORGAN STANLEY SMITH BARNEY (PALM BEACH FL)
FL
08/14/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
NJ
01/24/1994 - 09/10/1998
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
NJ
12/24/1991 - 03/23/1992
FIA CAPITAL GROUP, INC. (SHORT HILLS NJ)
NY
01/23/1990 - 02/27/1992
CCC ADVISORS, INC. (NEW YORK NY)
NA
12/17/1985 - 01/20/1990
DREXEL BURNHAM LAMBERT INCORPORATED
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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