Unclaimed
John Archie Jeffords is a financial advisor with Truist Advisory Services, Inc., where John has been employed since February 2021. John has been in the financial industry since January 19, 1976, with previous experience at Scott & Stringfellow, BB&T Securities, LLC, and First Union Securities, Inc. John is registered as a securities representative in Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kentucky, Maryland, Massachusetts, Mississippi, Missouri, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, and Virginia. John holds Series 7, 8, 9, 10, 31, and 63 licenses, and is a Series 65 Investment Adviser Representative. John focuses on providing financial advice and portfolio management to individuals, corporations, and other businesses. John is committed to helping clients achieve their financial goals and provides personalized financial advice.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
SC
04/15/2021 - Present
Truist Advisory Services, Inc. (MT PLEASANT SC)
VA
11/16/2012 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
05/13/2011 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (MT. PLEASANT SC)
SC
08/16/2001 - 03/29/2011
J.J.B HILLIARD, W.L. LYONS, LLC (FLORENCE SC)
MO
10/01/1999 - 08/22/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/05/1990 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
10/14/1988 - 02/05/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
01/17/1983 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
NA
12/02/1975 - 01/11/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 03/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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