Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Lynn Porterfield is a financial advisor with over 30 years of experience in the industry. Jeffrey Lynn Porterfield is currently registered with PEB Capital Management LLC and is licensed to provide investment advice in Ohio, Texas and Florida. Jeffrey Lynn Porterfield has previously held positions at Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., J.C. Bradford & Co., PaineWebber Incorporated, Shearson Lehman Hutton Inc., E.F. Hutton & Company Inc. and Vercoe & Company, Inc.
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.
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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2
OH
09/26/2022 - Present
PEB Capital Management LLC (COLUMBUS OH)
OH
02/28/2007 - 08/10/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (UPPER ARLINGTON OH)
OH
08/14/2000 - 03/14/2007
UBS FINANCIAL SERVICES INC. (UPPER ARLINGTON OH)
NY
11/29/1994 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NJ
07/25/1988 - 11/25/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/15/1988 - 08/02/1988
SHEARSON LEHMAN HUTTON INC.
NA
03/04/1983 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
11/23/1981 - 03/28/1983
VERCOE & COMPANY, INC.
IA
Issued 06/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/26/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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