JE
JE

Jeffery Allen Eynetich

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
Loading...

Location

101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jeffery works as a life insurance broker for Crump Life Insurance Services and sells health insurance through Preferred Marketing Associates, dedicating about a quarter of his time to each. He also coaches football full-time, works full-time for Plan Group Financial, receives renewal commissions from Washington National Insurance, and works as an agent for Private Client Services for about 10-20% of his time.

Employment History
Current Registrations
Private Client Services, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Plan Group Financial, INC.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Plan Group Financial, INC.
October 2020 - December 2022 · 2 yrs 2 mos
Saxony Securities, INC.Broker
October 2020 - November 2023 · 3 yrs 1 mo
Principal Securities, INC.
March 2019 - October 2020 · 1 yr 7 mos
Principal Securities, INC.Broker
November 2015 - October 2020 · 4 yrs 11 mos
State Registrations3 states
NEOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.