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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Feinberg is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC in Oregon and Texas. Prior to joining LPL, Jeffrey was with Wells Fargo Advisors LLC and Morgan Stanley Smith Barney. Jeffrey has a wide range of experience and expertise in helping individuals and families achieve their financial goals. Jeffrey holds Series 7, Series 63, and Series 65 licenses. Jeffrey has a special interest in helping clients with financial planning, portfolio management, and retirement planning. Jeffrey is also registered with A Street Financial Advisors, 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.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OR
04/12/2024 - Present
LPL Financial LLC (ASHLAND OR)
OR
12/06/2010 - 07/11/2022
WELLS FARGO CLEARING SERVICES, LLC (MEDFORD OR)
OR
06/01/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (MEDFORD OR)
OR
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEDFORD OR)
OR
06/16/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MEDFORD OR)
OR
06/27/1997 - 06/22/2006
PIPER JAFFRAY & CO. (MEDFORD OR)
CA
01/14/1991 - 07/10/1997
PROGRESSIVE ASSET MANAGEMENT, INC. (SAN RAFAEL CA)
NY
05/21/1987 - 02/21/1990
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 12/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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