JB
JB

Jeffrey Scott Broaddus

11 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,989 clients
Average Client Portfolio
$774K average
Assets Under Management
$1.5B

Fee Structure

Minimum Annual Fee:$5,000
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Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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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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Employment History
Current Registrations
Isc Advisors, INC.
October 2023 - Present · 2 yrs 4 mos
Institutional Securities CorporationBroker
October 2023 - Present · 2 yrs 4 mos
Institutional Securities Corporation
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Mma Securities LLCBroker
January 2020 - October 2023 · 3 yrs 9 mos
Mma Securities LLC
January 2020 - October 2023 · 3 yrs 9 mos
Fidelity Personal and Workplace Advisors
July 2018 - May 2022 · 3 yrs 10 mos
Strategic Advisers LLC
February 2015 - July 2018 · 3 yrs 5 mos
Fidelity Brokerage Services LLCBroker
May 2014 - December 2019 · 5 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Scott Broaddus - Financial Advisor | TrueAdvisor