Jeffrey Marcon is a registered investment advisor, based in Metairie, LA, with 15 years of industry experience.
Location
3200 Lake Villa Drive, Suite B, Metairie, LA, 70002
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Regulatory History
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 ActivitiesSells Insurance
Jeffrey is an advisory representative of a RIA, spending about half his time on investment-related activities. He is also an independent insurance agent for various companies, dedicating nearly full-time hours to this role, and an IAR for Vision Wealth Management.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations5 states
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