ADVISOR BIO

Jeffery Overstreet is a financial advisor registered in Alaska and Texas. Jeffery has been in the financial services industry since November 2018. Jeffery is affiliated with Edward Jones and offers a variety of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisors. Jeffery currently holds registrations with FINRA and is also registered as an investment advisor representative with the state of Texas.

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ADVISOR BIO

Jeffery James Todd is a financial advisor with Robert W. Baird & Co. Inc. in Anchorage, AK. Jeffery James Todd has been in the financial services industry since 1992. Prior to joining Robert W. Baird & Co. Inc., Jeffery James Todd was employed by WELLS FARGO CLEARING SERVICES, LLC, FINANCIAL NETWORK INVESTMENT CORPORATION, and MARINER FINANCIAL SERVICES, INC. Jeffery James Todd holds Series 6, 7, 63 and 65 licenses. Jeffery James Todd specializes in providing financial services to individuals, businesses, investment companies, and pooled investment vehicles.

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ADVISOR BIO

Jeffrey Neil Gaylard has been an active advisor in the financial industry since 1992 and currently works at Eagle Strategies LLC. Jeffrey has experience working at multiple financial institutions, including Securian Financial Services, Inc., NYLIFE Securities Inc., and United Services Planning Association, Inc.. Jeffrey's expertise includes securities and investment company products/variable contracts. Jeffrey is a Certified Financial Planner and offers advisory services in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.

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ADVISOR BIO

Jeffrey Henckel is a financial advisor at Edward Jones. Jeffrey has been in the industry since 2009, and is registered to provide investment advice in 28 states. Jeffrey holds the Series 66, Series 7 and SIE licenses and specializes in financial planning, pension consulting and selection of other advisors.

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ADVISOR BIO

Jeffrey Dale Woodworth is a registered representative at Nylife Securities LLC in Anchorage, Alaska. Jeffrey has been in the securities industry since May 15, 2020. Jeffrey holds Series 63, Series 6TO and SIE licenses. Jeffrey is registered in Alaska. Jeffrey is affiliated with Nylife Securities LLC.

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ADVISOR BIO

Jeffrey Turner is an investment advisor representative at Analogous Investment Management Limited Liability Co. and has been with the firm since June 2020. The firm, based in Anchorage, Alaska, provides financial planning and portfolio management services to individuals and high-net-worth individuals. Jeffrey has a Series 65 license and has been in the industry since 2015.

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ADVISOR BIO

Jeffrey Michael Case is an investment advisor registered with the state of Alaska. Jeffrey is currently affiliated with Allstate Financial Services, LLC and has been with the firm since October 2013. Prior to joining Allstate Financial Services, LLC, Jeffrey was with KEY INVESTMENT SERVICES LLC and CHARLES SCHWAB & CO., INC.. Jeffrey has held his Series 7, Series 63, Series 66 and SIE licenses since June 2000, August 2000, October 2002 and October 2018 respectively.

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Jeffrey Head is an active Registered Representative and Investment Advisor Representative at UBS Financial Services Inc., licensed in Alaska and Texas. Jeffrey has been in the financial industry since 1983. He has experience with a variety of products and services, including securities, futures, options, and financial planning. His previous employers include MORGAN STANLEY DW INC. and PAINEWEBBER INCORPORATED. Jeffrey specializes in providing financial services to high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Jeffrey Paine is an investment advisor representative with Alaska Wealth Management. Jeffrey has been in the securities industry since 2006. Jeffrey Paine is licensed in Alaska. Jeffrey Paine is a Certified Financial Planner. Alaska Wealth Management is a registered investment adviser with the state of Alaska. Alaska Wealth Management provides financial planning and portfolio management services to individuals. Alaska Wealth Management manages approximately $690,000 in assets for 5 clients.

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ADVISOR BIO

Jeffrey Michael Smith is a financial advisor with PFS Investments Inc. located in WASILLA, Alaska. He is registered with the state of Alaska and other states including California, Oregon, Texas, and Idaho. Jeffrey has been in the industry since 2002 and has the following licenses: Series 6, Series 26, and Series 63. Jeffrey offers a variety of financial services including portfolio management for individuals.

SPECIALIZATIONS