Unclaimed
Jeffrey Harris is a financial advisor with Edward Jones. Jeffrey is based in Stuttgart, AR and has been working in the financial industry for over 13 years. Jeffrey is registered to provide financial advice in 17 states and holds licenses to offer both brokerage and advisory services. In addition to the Series 7 and Series 63 licenses, Jeffrey also holds the Series 6 and Series 65 licenses, and the Series 66 exam. This indicates expertise in a variety of financial products and services. Jeffrey has worked for several other companies, including St. Bernard Financial Services, Allstate Financial Services, ING Financial Partners, 1717 Capital Management Company, and Pruco Securities.
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.
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.
See schedule d - miscellaneous
1
2
AR
12/07/2018 - Present
Edward Jones (STUTTGART AR)
AR
01/06/2012 - 12/31/2012
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
AR
06/24/2010 - 05/31/2011
ALLSTATE FINANCIAL SERVICES, LLC (BRYANT AR)
AR
06/06/2008 - 03/30/2010
ING FINANCIAL PARTNERS, INC. (LITTLE ROCK AR)
AR
12/07/2007 - 03/25/2008
1717 CAPITAL MANAGEMENT COMPANY (LITTLE ROCK AR)
NJ
01/03/2002 - 12/01/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeffrey Harris is the right advisor for you? Invested Better is here to help.