Unclaimed
Jeffrey Marshall Bush is a financial advisor with Newport Group Consulting, LLC. Jeffrey is a registered investment advisor with over 8 years of experience in the financial services industry. Jeffrey has experience providing investment advisory services to individuals, families, and businesses. Prior to joining Newport Group Consulting, LLC, Jeffrey worked at NEWPORT GROUP SECURITIES, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
01/24/2018 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
10/27/2014 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
BOTH
Issued 02/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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