Charles Jefts, financial advisor Atlanta GA
88 score

Charles Jefts

CRD Number: 6365836
Current Firm: Suntrust Investment Services, Inc.

Charles Jefts (CRD# 6365836) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Jun 2014 - Current 2
Suntrust Bank Atlanta, GA May 2014 - Current 2
Wells Fargo Bank, N.a. Atlanta, GA Jul 2011 - May 2014 2
Unemployed Moreland, GA Mar 2011 - Jun 2011 < 1
First Choice Community Bank Newnan, GA May 2010 - Feb 2011 < 1
Bb&t Corporation Atlanta, GA Jan 2006 - May 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Charles H. Jefts
Phone Number: 404-813-8981
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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