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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 Thomas Huff is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Wells Fargo Advisors Financial Network, LLC in Colorado and Texas. Prior to his current role, Jeffrey worked with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Jeffrey holds Series 3, 7, 24, 63, and 65 licenses and has been a licensed agent since 1988. Jeffrey specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, 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.
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.
1
2
CO
06/30/2021 - Present
Wells Fargo Advisors Financial Network, LLC (LAKEWOOD CO)
CO
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (GREENWOOD VILLAGE CO)
CO
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTENNIAL CO)
CO
10/19/1988 - 04/02/2007
MORGAN STANLEY DW INC. (CENTENNIAL CO)
IA
Issued 06/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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