Jeffrey Speight is a CFP-designated registered investment advisor, based in Mountain Home, AR, with 35 years of industry experience.
Location
1216 Highway 62 E., Mountain Home, AR, 72653
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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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Jeffrey receives occasional residual income as a musician and artist from an album released in 1997. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Tanglewood Total Wealth Management, INC.
March 2013 - April 2025 · 12 yrs 1 mo
Tcadvisors Network INC.Broker
September 2011 - September 2012 · 1 yr
Charles Schwab & CO., INC.Broker
January 2001 - January 2011 · 10 yrs
Firstar Investment Services,inc.Broker
January 2000 - November 2000 · 10 mos
Mercantile Investment Services, INC.Broker
September 1997 - January 2000 · 2 yrs 4 mos
Wma Securities, INC.Broker
February 1997 - August 1997 · 6 mos
Wma Securities, INC.Broker
October 1995 - December 1996 · 1 yr 2 mos
Fidelity Brokerage Services, INC.Broker
January 1990 - November 1995 · 5 yrs 10 mos
Investment Management & Research, INCBroker
February 1989 - November 1989 · 9 mos
State Registrations2 states
ARTX
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.