Jeffrey Powell is a PFS-designated registered investment advisor, based in Mount Pleasant, SC, with 25 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1205 Two Island Court, Suite 201, Mount Pleasant, SC, 29466
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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 the CEO of Arrow Advisory, a financial services firm, dedicating full-time hours to it. He also manages rental real estate and volunteers for Canoeing for Kids, and writes Fixed Index Annuity contracts, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations24 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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