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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 Neuwirth is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in Naples, FL. Jeffrey has been in the industry since 1986 and holds the Series 7 and Series 63 licenses. In addition to his work with Wells Fargo, Jeffrey also provides sales and appraisal services for Hobe Sound Pawn and Gun, and operates his own investment-related firm, JLN Financial, LLC. Jeffrey has experience working with various client types, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Investment consulting services to institutional clients
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
FL
10/24/2022 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
01/01/2008 - 10/24/2022
WELLS FARGO CLEARING SERVICES, LLC (AVENTURA FL)
FL
09/01/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FT. LAUDERDALE FL)
FL
07/31/1993 - 09/05/2006
CITIGROUP GLOBAL MARKETS INC. (HALLANDALE FL)
NY
06/30/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
02/25/1987 - 07/03/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
05/08/1986 - 02/21/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
02/19/1986 - 06/17/1986
BEAR, STEARNS & CO. INC.
BC
Issued 04/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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