Jeffrey Marcus (CRD# 1313563) is an Investment Advisor Representative working at Turning Point Analytics, LLC in East Sandwich, MA and has over 11 years of experience in the finance industry.
CRD# 2010717
Lpl Financial LLC
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rosenblatt Securities Inc. | New York, NY | Sep 2013 - Current | 10 |
| Turning Point Analytics, LLC | Ridgefield, CT | Sep 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
| S63 | Uniform Securities State Law Examination | May 2015 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Publication of periodicals or newsletters
- Other
MA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.