JE
JE
Jeffrey Eglow
29 Years of Experience
Boca Raton, FL
9 DisclosuresBrokerSells Insurance
Jeffrey Eglow is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 29 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2024Settled
Customer Dispute
June 2022Settled
Customer Dispute
May 2022Settled
Financial
May 2019Final
Customer Dispute
May 2017Settled
Customer Dispute
July 2016Settled
Customer Dispute
September 2015Denied
Customer Dispute
March 2015Settled
Criminal
October 2003Final Disposition
Other Business ActivitiesSells Insurance
Jeffrey is insurance licensed since 2018. This activity takes minimal time.
Employment History
Current Registrations
Nfsg Corporation
December 2017 - Present · 8 yrs 9 mos
Newbridge Securities CorporationBroker
August 2017 - Present · 9 yrs 1 mo
Previous Registrations
Suntrust Advisory Services, INC.
November 2016 - September 2017 · 10 mos
Suntrust Investment Services, INC.
March 2015 - December 2016 · 1 yr 9 mos
Suntrust Investment Services, INC.Broker
March 2015 - September 2017 · 2 yrs 6 mos
Wells Fargo Advisors, LLC
January 2012 - March 2015 · 3 yrs 2 mos
Wells Fargo Advisors, LLCBroker
January 2012 - March 2015 · 3 yrs 2 mos
Morgan Keegan & Company, INC.Broker
May 2010 - January 2012 · 1 yr 8 mos
Morgan Keegan & Company, INC.
May 2010 - January 2012 · 1 yr 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - May 2010 · 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - May 2010 · 11 mos
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Fia Capital Group, INC.Broker
January 1994 - September 1998 · 4 yrs 8 mos
Fia Capital Group, INC.Broker
December 1991 - March 1992 · 3 mos
Ccc Advisors, INC.Broker
January 1990 - February 1992 · 2 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
December 1985 - January 1990 · 4 yrs 1 mo
State Registrations7 states
AZFLLANJNYTNTX
AdvisorBrokerBoth
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.