Jeffrey Breese is a registered investment advisor, based in Scottsdale, AZ, with 24 years of industry experience.
Location
8679 E San Alberto Dr., Ste. 103, Scottsdale, AZ, 85258
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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 Managing Director at Concurrent Investment Advisors d/b/a The Wealth Stewards, dedicating full-time hours to this RIA. He also works as an insurance agent providing fixed insurance advice, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Concurrent Investment Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Mfc Global Investment Management (U.S.), LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Rafferty Capital Markets, LLCBroker
Sun Life Financial Distributors, INC.Broker
State Registrations11 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.