Jeffery Quinn
Jeffery Quinn is a registered investment advisor at Csi Group Advisors, LLC, based in Wall Township, NJ, with 20 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CSI Group Advisors charges a quarterly fee for investment management, not to exceed 2.50% annually. The exact fee is negotiable based on the scope and complexity of services, assets managed, and the overall client relationship. Clients receive statements from the custodian detailing account holdings, transactions, and fees. Fees are exclusive of brokerage and transaction costs.
Location
1599 Highway 34 Ste 2, Wall Township, NJ, 07727
Get directionsHistory
Regulatory History (1)
Financial
June 2019Other Business Activities
Jeff is associated with CSI Group Advisory Services, LLC as a DBA for his LPL business. This activity takes about a quarter of his time.
Employment History
Current Registrations
Csi Group Advisors, LLC
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
Morgan Stanley
MML Investors Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
State Registrations6 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.