Jeffrey Pytlinski is a registered investment advisor, based in West Chester Township, OH, with 27 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
West Chester Township, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the president of Tax Favored Benefits, a financial services firm focused on financial planning and group benefits, dedicating about a quarter of his time. He is also an Investment Adviser Representative for TFB Advisors, LLC, responsible for overall management of the firm, spending about 10-20% of his time.
Employment History
Current Registrations
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Tfb Advisors, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Carillon Investments, INC.Broker
State Registrations1 state
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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