Jeffrey Skousen is a registered investment advisor, based in Plano, TX, with 15 years of industry experience.
Location
7900 Windrose Ave, Plano, TX, 75024
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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.
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Jeffrey is a landlord/owner of a rental property since 2021. He spends minimal time approving repairs and tenants for the property management company.
Employment History
Current Registrations
Vanguard Marketing Corporation
August 2022 - Present · 3 yrs 9 mos
Vanguard Marketing CorporationBroker
August 2022 - Present · 3 yrs 9 mos
Vanguard Advisers, INC.
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2020 - July 2022 · 2 yrs 6 mos
Charles Schwab & CO., INC.
January 2020 - July 2022 · 2 yrs 6 mos
Edward Jones
July 2018 - October 2018 · 3 mos
Edward JonesBroker
July 2018 - October 2018 · 3 mos
USAA Investment Management Company
January 2018 - August 2018 · 7 mos
USAA Financial Planning Services
October 2011 - January 2018 · 6 yrs 3 mos
USAA Financial Advisors, INC.Broker
July 2011 - August 2018 · 7 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
December 2010 - July 2011 · 7 mos
Fidelity Brokerage Services LLCBroker
April 2008 - May 2009 · 1 yr 1 mo
State Registrations1 state
TX
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.