ADVISOR BIO

Jeffrey Curtis is an investment advisor representative for Young Investment Advisors, Inc. and has been in the industry since May 2016. Jeffrey Curtis holds a Series 65 license. He is currently registered in Georgia. Jeffrey Curtis has 6 clients and $7,226 in assets under management. Jeffrey Curtis has a background in office supply companies. In addition to his role at Young Investment Advisors, Inc., Jeffrey Curtis is also a Franchise Partner for OfficeZilla, an e-commerce office supply company.

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ADVISOR BIO

Jeffrey Robert Nicolosi is a financial advisor at Synovus Securities, Inc. Jeffrey has over 18 years of experience in the financial industry. He has a wide range of experience, having previously worked at Regions Securities LLC, KeyBanc Capital Markets Inc., and PricewaterhouseCoopers Securities L.L.C. Jeffrey is registered with FINRA and holds the Series 7, Series 63, SIE, and Series 79TO licenses. Jeffrey is committed to helping clients reach their financial goals.

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ADVISOR BIO

Jeffrey K. Crowell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the financial services industry since 2013. Jeffrey holds Series 66, Series 7 and SIE licenses. Jeffrey has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, pension and profit-sharing plans, and state or municipal government entities. Jeffrey is registered in 55 states and provides a wide range of financial services including portfolio management, financial planning, educational seminars, and selection of other advisers.

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ADVISOR BIO

Jeffrey William Keane is an investment advisor representative with Capital Investment Advisors, LLC based in Atlanta, Georgia. Jeffrey has experience in the financial services industry dating back to 2000 and has a strong track record in providing investment advice to individual and institutional clients. Jeffrey holds multiple licenses and designations and specializes in providing a wide range of financial services including financial planning, pension consulting, and portfolio management. Jeffrey has a history of working with firms including Fidelity Investments Institutional Services Company, Inc., MFS Fund Distributors, Inc. and Altegris Investments, Inc.

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ADVISOR BIO

Jeffrey Burrell is an investment advisor representative registered with Schwab Wealth Advisory, Inc. located in Atlanta, Georgia. Jeffrey has been in the industry since April 13, 2020 and holds the Series 66, Series 7TO, and SIE licenses. Jeffrey specializes in providing investment advice to individuals, businesses, and trusts. Jeffrey's previous employers include J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Jeffrey Mohammadi is a registered representative with J.p. Morgan Securities LLC. Jeffrey is active in both broker-dealer and investment advisory roles. Jeffrey has been in the securities industry since September 13, 2011, and holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, and Series 63. Jeffrey has been with J.p. Morgan Securities LLC since July 2013.

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ADVISOR BIO

Jeffrey Thomas Schultz is a financial advisor with over 30 years of experience in the industry. Jeffrey currently works at Janney Montgomery Scott LLC where he is registered as a Registered Representative and Investment Advisor Representative in Georgia and Texas. Previously, Jeffrey worked at Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Citigroup Global Markets Inc. Jeffrey's registrations and licenses include Series 7, 31, 63, and 65 as well as the SIE exam. Jeffrey holds a Certified Financial Planner designation and has worked with a wide variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Jeffrey has experience providing a range of services including financial planning, pension consulting, portfolio management, and educational seminars.

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ADVISOR BIO

Jeffrey Allen Young is a financial advisor with over 29 years of experience in the industry. He has been registered with Wells Fargo Advisors Financial Network, LLC since 2008. Jeffrey has a wide range of experience, having previously worked at SunTrust Investment Services, Inc., SunTrust Securities, Inc., and Chatfield Dean & Co., Inc. He holds the Series 65, Series 63, Series 10, Series 9, Series 31, and Series 7 licenses, as well as the SIE certification. Jeffrey specializes in providing investment advice to individuals, corporations, and institutions. He is also a Chartered Financial Analyst (CFA).

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ADVISOR BIO

Jeffrey Neumeyer is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Jeffrey has been in the securities industry since December 4, 2000. Jeffrey is licensed in 53 states and the District of Columbia as a Broker-Dealer. He also has a Series 66 license and is a registered investment advisor in Georgia and Texas. Jeffrey’s previous experience includes work with Bank of America, N.A. and has a specialization in providing financial services to corporations, individuals, and investment companies.

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ADVISOR BIO

Jeffrey Johnston Buice is a financial advisor with Main Street Financial Solutions, LLC, in Atlanta, GA. Jeffrey has been in the financial industry since 2008. He has a Series 7, Series 66, and SIE license and holds the Certified Financial Planner designation. Jeffrey previously worked at UBS Financial Services Inc. Jeffrey also assists with backoffice paperwork and management for J.M. Buice Properties Inc. on weekends.

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