Jeffrey Markanich is a CFP, ChFC-designated registered investment advisor, based in Moon Township, PA, with 44 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Moon Township, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an advisory representative of an RIA, spending nearly full-time on this activity, including trading. He is also an agent for Guardian Life Insurance and Talcott Resolution Life and Annuity, but dedicates minimal time to these insurance-related roles.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Allegheny Investments, LTD.
Allegheny Investments, LTD.Broker
Allmerica Investments, INC.Broker
State Registrations20 states
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
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