Jeffrey Lord (CRD# 7470706) is an Investment Advisor Representative working at Edward Jones in Fox River Grove , IL and has over 2 years of experience in the finance industry.
CRD# 1869284
Cambridge Investment Research Advisors, Inc.
CRD# 1256292
Transamerica Financial Advisors, Inc.
CRD# 2166328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Dec 2021 - Current | 2 |
| Unemployed | Lake In The Hills, IL | Oct 2021 - Dec 2021 | < 1 |
| Triantan Ccc, LLC | Itasca, IL | Oct 2020 - Sep 2021 | < 1 |
| Excaltech | Lake Barrington, IL | Mar 2020 - Sep 2020 | < 1 |
| Dorian Solutions | Crystal Lake, IL | Sep 2018 - Mar 2020 | 1 |
| Haw Benefits Corporation | Rolling Meadows, IL | Jan 2008 - Sep 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- IL
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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