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Jeffrey Stock is a registered investment advisor, based in Columbia, SC, with 21 years of industry experience.
Location
725 Crosshill Road, Columbia, SC, 29205
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Regulatory History (2)
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Customer Dispute
November 2025Pending
Customer Dispute
September 2020Denied
Other Business ActivitiesSells Insurance
Jeffrey spends most of his time as a portfolio manager, providing investment trading, financial planning strategies, and financial consultation through Advisory Services Network DBA Tenet Wealth Management. He also works as an insurance agent providing fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Kovack Securities INC.Broker
October 2014 - Present · 11 yrs 7 mos
Advisory Services Network
August 2011 - Present · 14 yrs 9 mos
Previous Registrations
Resource Horizons Group LLCBroker
August 2011 - October 2014 · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
April 2008 - August 2011 · 3 yrs 4 mos
Thrivent Investment Management INC.
April 2008 - August 2011 · 3 yrs 4 mos
Invest Financial Corporation
June 2006 - April 2008 · 1 yr 10 mos
Invest Financial CorporationBroker
June 2006 - April 2008 · 1 yr 10 mos
Thrivent Investment Management INC.
August 2004 - June 2006 · 1 yr 10 mos
Thrivent Investment Management INC.Broker
July 2004 - June 2006 · 1 yr 11 mos
State Registrations10 states
ALCOCTFLGAMNNCNYSCTX
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.