Jeffery Brian Jones

Tsa Management INC

18 Years of Experience

1 DisclosureBroker

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Areas of Practice

Investment Management

Tsa Management INC

Compensation

Fee-Only (AUM)

Firm Size

30 advisors

Number of Clients

2,794 clients

Average Client Portfolio

$460K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$5K

Financial Planning:Investment management only

Location

725 Glen Cove Ave, Glen Head, NY, 11545

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History

Regulatory History (1)

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Judgment / Lien

July 2018

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Employment History

Current Registrations

Tsa Management INC

April 2024 - Present · 1 yr 10 mos

Halliday Financial, LLCBroker

June 2017 - Present · 8 yrs 8 mos

Previous Registrations

MML Investors Services, LLCBroker

March 2017 - June 2017 · 3 mos

Msi Financial Services, INC.Broker

May 2007 - March 2017 · 9 yrs 10 mos

Metropolitan Life Insurance CompanyBroker

May 2007 - July 2007 · 2 mos

State Registrations11 states

ARFLKSKYMANCNVNYOHTXVT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.