JA
ChFC
JA
ChFC

Jeffrey Alexander

52 Years of Experience
Washington, IL
BrokerSells Insurance

Jeffrey Alexander is a ChFC-designated registered investment advisor, based in Washington, IL, with 52 years of industry experience.

Location

117 Peoria Street, Washington, IL, 61571

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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 ActivitiesSells Insurance

Jeffrey has several outside business activities, including a DBA, real estate partnership, and volunteer work. He also works as an advisory representative of an RIA, dedicating full-time hours to this role.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2025 - Present · 1 yr
Cambridge Investment Research, INC.
May 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLCBroker
March 2025 - May 2025 · 2 mos
LPL Financial LLC
March 2025 - May 2025 · 2 mos
Ic Advisory Services, INC.
August 2021 - March 2025 · 3 yrs 7 mos
The Investment Center, INC.Broker
August 2021 - March 2025 · 3 yrs 7 mos
United Securities Alliance, INC.
January 2008 - December 2010 · 2 yrs 11 mos
United Securities Alliance, INC.
April 2007 - December 2007 · 8 mos
Royal Alliance Associates, INC.
March 2007 - August 2021 · 14 yrs 5 mos
Royal Alliance Associates, INC.Broker
March 2007 - August 2021 · 14 yrs 5 mos
United Securities Alliance, INC.
June 2003 - March 2007 · 3 yrs 9 mos
United Securities Alliance, INC.Broker
June 2003 - March 2007 · 3 yrs 9 mos
Multi-Financial Securities Corporation
November 1997 - June 2003 · 5 yrs 7 mos
Multi-Financial Securities CorporationBroker
January 1997 - June 2003 · 6 yrs 5 mos
The O.N. Equity Sales CompanyBroker
February 1985 - June 1997 · 12 yrs 4 mos
Dreher & Associates, INC.Broker
June 1984 - February 1985 · 8 mos
The Lincoln National Life Insurance CompanyBroker
May 1982 - September 1989 · 7 yrs 4 mos
Lincoln National Pension Insurance CompanyBroker
May 1982 - January 1989 · 6 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
May 1982 - December 1988 · 6 yrs 7 mos
Suncan Equity Services CompanyBroker
July 1974 - November 1982 · 8 yrs 4 mos
Travelers Equities Sales, INC.Broker
September 1973 - May 1982 · 8 yrs 8 mos
State Registrations14 states
AZCOCTFLGAILMAMIMOMTNCNJOHSC
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.
Jeffrey Alexander - Financial Advisor | TrueAdvisor