Jeffrey Clark (CRD# 1580853) is an Investment Advisor Representative working at Brass Tax Wealth Management in Cincinnati, OH and has over 17 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 2930449
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brass Tax Wealth Management, Inc. | Cincinnati, OH | Oct 2023 - Current | < 1 |
| Lpl Financial LLC | Westerville, OH | Feb 2018 - Current | 6 |
| Jeffrey D. Clark, Sole Proprietor | Westerville, OH | Nov 2002 - Current | 21 |
| Toukan & Company Cpa's | Westerville, OH | Feb 1992 - Current | 32 |
| Invest Financial Corporation | Westerville, OH | Aug 2006 - Feb 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2007 |
- OH
-
Total Assets Under Management674MILLIONS
-
Total Number of Accounts2,414ACCOUNTS
-
Average Account Value$279,329
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, IN, OH, TX
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