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Jeffrey Pacha

14 Years of Experience
Coralville, IA
BrokerSells Insurance

Jeffrey Pacha is a registered investment advisor, based in Coralville, IA, with 14 years of industry experience.

Location

2229 E Grantview Lane, #1, Coralville, IA, 52241

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History

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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Other Business ActivitiesSells Insurance

Jeffrey is an advisory representative of a RIA, a partner at Financial Integrators (nearly full-time), and owner of multiple businesses including Business & Financial Strategies LLC and BFS Coralville LLC. He is also an independent insurance agent for various companies, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2020 - Present · 6 yrs 2 mos
Cambridge Investment Research Advisors, INC.
May 2020 - Present · 6 yrs 2 mos
Previous Registrations
Voya Financial Advisors, INC.
December 2014 - May 2020 · 5 yrs 5 mos
Voya Financial Advisors, INC.Broker
July 2011 - May 2020 · 8 yrs 10 mos
State Registrations11 states
AZCOIAILKSMNNENVORTXWI
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.
Jeffrey Pacha - Financial Advisor | TrueAdvisor