Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Otway is an Investment Advisor Representative with Edward Jones. He has been in the financial services industry since October 16, 2012. Prior to joining Edward Jones, Jeffrey was an Investment Advisor Representative at TD Ameritrade, Inc. and EF Legacy Securities, LLC. Jeffrey is registered to provide advisory services in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Minnesota, Missouri, New York, North Carolina, Tennessee, Texas, Washington, and Wisconsin. Jeffrey also holds Series 6, 7, 63, and 66 securities licenses and the SIE exam. Jeffrey’s professional experience and qualifications allow him to provide a wide range of investment services to 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.
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
IL
07/05/2022 - Present
Edward Jones (Orland Park IL)
IL
06/21/2018 - 10/24/2020
TD AMERITRADE, INC. (TINLEY PARK IL)
IL
04/22/2016 - 06/13/2018
EF LEGACY SECURITIES, LLC (OAK BROOK IL)
IL
06/24/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (OAK BROOK IL)
IL
10/01/2012 - 06/20/2013
J.P. MORGAN SECURITIES LLC (WORTH IL)
IL
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WORTH IL)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
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
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