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Jeffrey Martin Brady

Allstate Financial Services, LLC

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About Jeffrey Martin Brady

Jeffrey Brady has over 20 years of experience in the financial services industry. Jeffrey is currently registered with Allstate Financial Services, LLC. Jeffrey holds Series 7 and Series 66 licenses and the SIE exam. Jeffrey is licensed in Georgia and Texas. Prior to joining Allstate Financial Services, LLC, Jeffrey was employed by NCF Financial Services, Inc. and Morgan Stanley DW Inc.

Firm Information

Jeffrey Brady is currently registered with Allstate Financial Services, LLC. Allstate Financial Services, LLC, is a Limited Liability Company formed in November 1999. The firm is registered in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

4,147

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jeffrey Brady’s Registration & Firm History

GA

10/25/2004 - Present

Allstate Financial Services, LLC (Savannah GA)

NC

10/10/2002 - 10/04/2004

NCF FINANCIAL SERVICES, INC. (DURHAM NC)

NY

01/01/2002 - 03/22/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 01/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Martin Brady.
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