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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 Ryan Tidwell is a financial advisor with over 23 years of experience in the financial services industry. Jeffrey has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Jeffrey is currently registered with Janney Montgomery Scott LLC and holds Series 63, 65, 7, and SIE licenses. Jeffrey's experience is focused on providing financial advice to individuals, families, and businesses. Jeffrey can help with a variety of financial planning needs, including retirement planning, college savings, and estate planning.
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.
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.
Fee plus commission
1
2
FL
07/02/2021 - Present
Janney Montgomery Scott LLC (PONTE VEDRA BEACH FL)
FL
02/13/2009 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (PONTE VEDRA BEACH FL)
FL
05/24/2002 - 02/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
NY
03/12/1999 - 06/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/21/1998 - 12/18/1998
FAIRCHILD FINANCIAL GROUP, INC. (NEW YORK NY)
IA
Issued 09/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1998
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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