Jeffrey Eglow, financial advisor Boca Raton FL
63 score

Jeffrey Eglow

CRD Number: 1299960
Current Firm: Suntrust Investment Services, Inc.

Jeffrey Eglow (CRD# 1299960) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Boca Raton, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Mar 2015 - Current 1
Wells Fargo Advisors, LLC Fort Lauderdale, FL Jan 2012 - Feb 2015 3
Morgan Keegan & Company Inc. Coral Springs, FL May 2010 - Jan 2012 1
Morgan Stanley Smith Barney Palm Beach, FL Jun 2009 - May 2010 < 1
Morgan Stanley & Co Palm Beach, FL Apr 2007 - May 2010 3
Cyberonics, Inc. Houston, TX Jul 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S66 NASAA Uniform Combined State Law Examination Aug 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey L. Eglow
Phone Number: 404-813-8981
Registered State(s):
  • FL
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
63

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