Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Kane is a financial advisor with Schwab Wealth Advisory, Inc. Jeffrey has been in the financial services industry since 2012 and has a Series 66, Series 7, and SIE license. Jeffrey is registered to provide investment advice in 43 states and also holds registration as a registered representative of Schwab Wealth Advisory, Inc. in Colorado and Texas. Before joining Schwab Wealth Advisory, Inc. in 2013, Jeffrey worked at Edward Jones. Jeffrey is based in Lone Tree, Colorado and is dedicated to providing financial planning and portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/02/2020 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
09/13/2012 - 05/02/2013
EDWARD JONES (DENVER CO)
BOTH
Issued 9/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/12/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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