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Michael Jeff

Latitude Advisors, LLC

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About Michael Jeff

Michael Jeff is a financial advisor who has been in the industry since 1999. Michael is currently registered with Latitude Advisors, LLC in New York and Florida and has previous experience with firms such as Medallion Investment Services, Inc. Michael specializes in working with high net worth individuals, pension and profit sharing plans, and individuals other than high net worth. Michael is also a registered investment advisor representative for Latitude Advisors, LLC.

Firm Information

Michael Jeff is currently registered with Latitude Advisors, LLC. Latitude Advisors, LLC is an investment advisor with 74 investment advisor representatives and 62 registered representatives. The firm manages approximately $340,392,000 in assets for individuals, corporations, pension plans, and other clients. Latitude Advisors, LLC provides financial planning, pension consulting, and selection of other advisors.

$340.39M

Assets Under Management

10

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party referral fees

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Michael Jeff’s Registration & Firm History

NY

08/19/2021 - Present

Latitude Advisors, LLC (Flushing NY)

NY

01/05/2006 - 12/31/2009

MEDALLION INVESTMENT SERVICES, INC. (FLUSHING NY)

NY

01/10/2002 - 02/24/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

10/08/1999 - 12/20/2001

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

TX

02/03/1998 - 10/07/1999

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 12/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jeff.
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