Jeffrey Rowland is a registered investment advisor, based in Macon, GA, with 12 years of industry experience.
Location
1701 Bass Road, Suite 200, Macon, GA, 31210
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an associate at Bolder Investment Group LLC, an insurance and financial services company, since January 2025. He uses the "Bolder Investment Group LLC" name as a doing business as name.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Concourse Financial Group Advisors
January 2025 - February 2025 · 1 mo
Concourse Financial Group Securities, INC.Broker
January 2025 - February 2025 · 1 mo
LPL Financial LLCBroker
May 2022 - October 2024 · 2 yrs 5 mos
LPL Financial LLC
May 2022 - October 2024 · 2 yrs 5 mos
CUNA Brokerage Services, INC.
November 2015 - May 2022 · 6 yrs 6 mos
CUNA Brokerage Services, INC.Broker
November 2015 - May 2022 · 6 yrs 6 mos
Bb&t Investment Services, INC.
April 2014 - October 2015 · 1 yr 6 mos
Bb&t Investment Services, INC.Broker
April 2014 - October 2015 · 1 yr 6 mos
Morgan Stanley
September 2013 - April 2014 · 7 mos
Morgan StanleyBroker
August 2013 - April 2014 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - April 2013 · 3 mos
State Registrations1 state
GA
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.