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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 Leavell is a financial advisor with LPL Financial LLC. Jeffrey Leavell is a registered representative in Louisiana and Texas. Jeffrey Leavell has been in the financial services industry since 2008. Jeffrey Leavell has worked at several firms, including Capital One Investing, LLC, Capital One Investment Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Edward Jones. Jeffrey Leavell is also a registered investment advisor in Louisiana and Texas. Jeffrey Leavell offers investment advisory services to individuals, businesses, and trusts. Jeffrey Leavell is licensed to sell a variety of financial products, including stocks, bonds, mutual funds, and insurance.
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
LA
03/22/2018 - Present
LPL Financial LLC (GONZALES LA)
LA
01/02/2015 - 03/27/2018
CAPITAL ONE INVESTING, LLC (Destrehan LA)
LA
11/08/2013 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (BATON ROUGE LA)
LA
10/01/2012 - 11/07/2013
J.P. MORGAN SECURITIES LLC (GONZALES LA)
LA
08/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GONZALES LA)
LA
07/11/2008 - 02/04/2009
EDWARD JONES (BATON ROUGE LA)
BOTH
Issued 07/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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