Jeffery Vanwart is a registered investment advisor, based in Houston, TX, with 35 years of industry experience.
Location
1880 S Dairy Ashford Rd, Suite 554, Houston, TX, 77077
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffery is an advisory representative of a RIA, spending about 10% of his time in this role and nearly full-time trading. He is also the President of King Capital Advisors Inc, dedicating nearly full-time hours to this role and trading, and owns several investment-related partnerships and LLCs, requiring minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Aps Financial CorporationBroker
Meyers Pollock Robbins, INC.Broker
Lehwald, Orosey & Pepe IncorporatedBroker
Oppenheimer & CO., INC.Broker
Marcus, Stowell & Beye Government Securities, INC.Broker
Marcus, Stowell & Beye, INC.Broker
Shearson Lehman Hutton INC.Broker
Union Planters Investment Bankers Group, INC.Broker
State Registrations7 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.