Jeffrey Sexton
Jeffrey Sexton is a registered investment advisor at Demeter Tactical Investments CORP., based in Louisville, KY, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 404 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DTIC provides asset management services to clients of independent RIAs. DTIC charges a fee based on the assets managed, which is determined by the agreement between DTIC and the independent RIA. The custodian will deduct the combined fees and disburse them to each party. DTIC's maximum advisory fee is 1%, and fees are negotiable.
Location
Louisville, KY
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2003Other Business Activities
Jeffrey is an attorney involved in civil litigation case management, dedicating about 10-20% of his time. He also owns several investment-related entities, including DTIC BVI LTD, Demeter Intellifund BVI, LTD, Demeter Intellifund Unsulae LTD, and Louisville Land and Cattle Company, each requiring minimal time.
Employment History
Current Registrations
Demeter Tactical Investments CORP.
Previous Registrations
Silver Leaf Partners, LLCBroker
Arsenal Investment Advisors, LLC
Professional Funds Distributor, LLCBroker
Professional Funds Distributor, LLCBroker
Roxbury Capital Management LLC
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.