ADVISOR BIO

Jeffrey Carlos is a financial advisor with over 15 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC in California and Texas. Jeffrey has a wide range of experience in financial planning, portfolio management, and retirement planning. Jeffrey has Series 66, Series 24, and Series 7 licenses. Jeffrey is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Jeffrey Walters is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Jeffrey Walters has been in the industry since June 11, 2014. Jeffrey Walters is registered in 22 states and has passed the Series 7, Series 66, Series 24, and SIE exams. Jeffrey Walters specializes in providing financial planning and investment advice to high net worth individuals, corporations, and institutions.

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ADVISOR BIO

Jeffrey Czajka is a financial advisor with LPL Financial LLC. Jeffrey has been in the financial services industry since 2011. Jeffrey has Series 6, 7, and 63 licenses and holds the Series 65 license. Jeffrey has been registered with LPL Financial LLC since 2018 and holds both Broker-Dealer (BD) and Investment Advisor (IA) registrations. Jeffrey has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Jeffrey Lin Caufield is an investment advisor representative associated with LPL Financial LLC. Jeffrey has been in the industry since 2005 and holds a Series 63, Series 65, and Series 6 licenses as well as the SIE exam. Jeffrey's practice is located in Louisville, Kentucky.

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ADVISOR BIO

Jeffrey Robert Graham is a financial advisor with over 20 years of experience in the financial services industry. Jeffrey has a strong track record of providing investment advice and financial planning services to a wide range of clients. Jeffrey is currently registered with Morgan Stanley and has previously held positions with E*TRADE SECURITIES LLC, CITIGROUP GLOBAL MARKETS INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, BARABAN SECURITIES, INC., SHEARSON LEHMAN HUTTON INC., DEAN WITTER REYNOLDS INC., and FIRST JERSEY SECURITIES, INC. Jeffrey holds the Series 7, Series 7TO, and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE).

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ADVISOR BIO

Jeffrey MacElli is an active investment advisor representative and an investment advisor representative at Morgan Stanley. Jeffrey is a registered investment advisor representative with the states of California and Texas. Jeffrey has been in the financial services industry since September 6, 1995. Jeffrey's previous employment includes Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Citigroup Global Markets Inc.

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ADVISOR BIO

Jeffrey Hoehner is an active Investment Advisor Representative with Cetera Investment Advisers LLC. Jeffrey has been in the financial services industry since April 2006. Prior to joining Cetera Investment Advisers LLC, Jeffrey was associated with WBB Securities, LLC, New England Securities, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Jeffrey is registered with FINRA and holds the Series 7 and Series 66 licenses. Jeffrey also holds licenses in Arizona, California, Colorado, Florida, Idaho, Maryland, Missouri, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, and is registered as an Investment Advisor Representative in California and Texas. Jeffrey is a financial planner and insurance agent.

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ADVISOR BIO

Jeffrey Li is a financial professional registered in California. Jeffrey is associated with Wells Fargo Clearing Services, LLC and is a registered representative with FINRA and Series 63 licensed. Jeffrey has been active in the financial services industry since October 2021. Jeffrey specializes in investments in fixed income, mutual funds, stocks, variable annuities, and insurance products.

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ADVISOR BIO

Jeffrey Yim is a financial advisor with Eagle Strategies LLC, a firm headquartered in New York, NY. Jeffrey has been in the financial services industry for over 2 years. Jeffrey holds Series 66, Series 7TO and SIE securities licenses. Jeffrey specializes in retirement planning, mutual funds and variable annuities. Jeffrey is also an Adjunct Professor of Philosophy at Concordia University Irvine.

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ADVISOR BIO

Jeffrey Richard Lockway is a financial advisor registered with LPL Financial LLC. Jeffrey has been in the industry since 2003 and has experience in providing financial planning, portfolio management, and consulting services. Jeffrey has held previous positions with USAA Investment Services Company, USAA Financial Advisors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Morgan Stanley DW Inc. Jeffrey holds the following licenses: Series 7, Series 24, Series 31, Series 63, and Series 66. Jeffrey is also a Certified Financial Planner.

SPECIALIZATIONS