101 Normandy Road, Suite 101, Casselberry, FL, 32707
Get directionsNo 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 →Jeffrey works as a financial advisor offering securities, variable insurance, and financial planning, dedicating nearly full-time hours to this. He also works as an insurance agent selling fixed insurance, spending about a quarter of his time on this activity.