Jeffrey Thurm is a CFA-designated registered investment advisor, based in Lake Success, NY, with 2 years of industry experience.
Location
3 Dakota Drive, Suite 310, Lake Success, NY, 11042
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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 →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
April 2024 - Present · 2 yrs 1 mo
Captrust
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.