Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeoffrey? Claim Your ProfileJeoffrey Robyn Dumas is a financial advisor at Edward Jones. Jeoffrey has been in the industry for more than 10 years and has extensive experience in providing financial planning and portfolio management services to individuals, businesses, and institutions. Jeoffrey is committed to providing personalized financial advice and helping clients achieve their financial goals.
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
TX
05/20/2024 - Present
Edward Jones (FRISCO TX)
MI
12/23/2009 - 07/02/2010
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HILLS MI)
MI
10/19/2006 - 01/04/2010
CHASE INVESTMENT SERVICES CORP. (COMERCE TWP MI)
MI
12/13/2001 - 08/24/2006
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
BOTH
Issued 05/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/21/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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