11460 Tomahawk Creek Parkway, Suite 320, Leawood, KS, 66211
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey is an independent insurance agent and owner of Quantum Holdings, LLC, which has a partial passive ownership in a property and casualty insurance agency. He also has ownership stakes in a food-related franchise, a real estate investment, a staffing company, and a real estate company.