JB
CFP
JB
CFP

Jeffery Berenson

39 Years of Experience
New Orleans, LA
Broker

Jeffery Berenson is a CFP-designated registered investment advisor, based in New Orleans, LA, with 39 years of industry experience.

Location

858 Camp Street, New Orleans, LA, 70130

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffery's spouse owns JB's Ranch, a horse boarding ranch, and Jeffery has no duties there. He is also the treasurer for the Orland Park Kiwanis, spending minimal time per week on balancing the books and preparing financial statements.

Employment History
Current Registrations
Newedge Advisors
October 2022 - Present · 3 yrs 9 mos
Newedge Securities, LLCBroker
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2000 - November 2022 · 22 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2000 - November 2022 · 22 yrs 10 mos
Prudential Securities IncorporatedBroker
October 1986 - February 2000 · 13 yrs 4 mos
State Registrations5 states
ALFLILNYTX
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.
Jeffery Berenson - Financial Advisor | TrueAdvisor