JT
JT
Jeffery Teach
24 Years of Experience
Stuart, FL
1 DisclosureSells Insurance
Jeffery Teach is a registered investment advisor at Teach Wealth Management INC., based in Stuart, FL, with 24 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
Stuart, FL
Get directionsHistory
Regulatory History (1)
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Financial
December 2021Final
Other Business ActivitiesSells Insurance
Jeffery is licensed as an independent insurance agent, though this activity is non-investment related. He spends minimal time on this activity.
Employment History
Current Registrations
Teach Wealth Management INC.
July 2009 - Present · 16 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - February 2009 · 5 yrs
Wachovia Securities, LLC
July 2003 - January 2004 · 6 mos
Prudential Securities Incorporated
November 2000 - July 2003 · 2 yrs 8 mos
State Registrations2 states
FLTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.