Jeffrey Maged is a CFP-designated registered investment advisor, based in Leesburg, VA, with 28 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Leesburg, VA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a financial advisor and insurance agent, selling fixed insurance products. He also serves as a board member for a foundation and a citizen representative for Loudoun County, and works as a mystery shopper, dedicating minimal time to these activities. Jeffrey is also a managing member of Jaskol Asset Advisors, LLC, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 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.
Exams
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