Jeffrey Stewart is a CFP, ChFC-designated registered investment advisor, based in Pharr, TX, with 24 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3910 N Jackson Rd, Pharr, TX, 78577-7768
Get directionsHistory
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 Activities
Jeffrey works as a commercial pilot providing piloting services to passengers since June 2024. This activity requires minimal time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Allstate Distributors, L.L.C.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
State Registrations3 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.