Jeffrey Eisenberg, financial advisor Canton OH

Jeffrey Eisenberg

CRD Number: 4170404
Current Firm: Securawealth

Jeffrey Eisenberg (CRD# 4170404) is an Investment Advisor Representative working at Securawealth in Canton, OH and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Securawealth Investment Strategies Canton, OH May 2010 - Current 12
Kpmg Pittsburgh, PA Oct 2014 - Jul 2015 < 1
Office Of The Comptroller Of The Currency Pittsburgh, PA Aug 2013 - Aug 2014 1
Jpmorgan Chase & Company Columbs, OH Oct 2011 - Jun 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2000
S65 NASAA Investment Advisors Law Examination Oct 2000
Contact Info for Jeffrey M. Eisenberg
Phone Number: 888-914-6837
Registered State(s):
  • NJ
  • OH
Current Firm Details
Firm's CRD Number: 154000
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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