Jeffrey Aurand is a registered investment advisor, based in Rockford, IL, with 22 years of industry experience.
Location
2215 Perrygreen Way, Suite 3, Rockford, IL, 61107
Get directionsHistory
Regulatory History
Clean regulatory record
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 owns a residential rental property in Rockford, IL since October 2024. He spends minimal time on this activity.
Employment History
Current Registrations
Level Four Financial, LLC
November 2025 - Present · 6 mos
Level Four Financial, LLCBroker
November 2025 - Present · 6 mos
Vista Investment Partners
November 2025 - Present · 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2023 - November 2025 · 2 yrs 10 mos
Wells Fargo Advisors
January 2023 - November 2025 · 2 yrs 10 mos
PNC Investments
July 2014 - February 2023 · 8 yrs 7 mos
PNC InvestmentsBroker
July 2014 - February 2023 · 8 yrs 7 mos
Edward JonesBroker
August 2012 - June 2014 · 1 yr 10 mos
Edward Jones
August 2012 - June 2014 · 1 yr 10 mos
PNC Investments
November 2009 - August 2012 · 2 yrs 9 mos
PNC InvestmentsBroker
November 2009 - August 2012 · 2 yrs 9 mos
Natcity Investments, INC.
April 2009 - November 2009 · 7 mos
Natcity Investments, INC.Broker
August 2003 - November 2009 · 6 yrs 3 mos
State Registrations7 states
AZCOFLILMNTXWI
AdvisorBrokerBoth
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
No exam information available for this advisor.