Jeffrey ScottCRD Number: 6208767
Current Firm: Touchstone Advisors Inc.
Jeffrey Scott (CRD# 6208767) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 7 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Ifs Financial Services||Cincinnati, OH||Feb 2015 - Current||6|
|Touchstone Securities||Cincinnati, OH||Feb 2015 - Current||6|
|Proequities Inc.||Cincinnati, OH||Nov 2013 - Feb 2015||1|
|Protective Life||Cincinnati, OH||Jun 2013 - Feb 2015||1|
|Miami University||Oxford, OH||Aug 2012 - Jun 2013||< 1|
|Miami University||Oxford, OH||Jun 2012 - Aug 2012||< 1|
|Miami University||Oxford, OH||Aug 2011 - May 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S65||NASAA Investment Advisors Law Examination||Apr 2021|
Total Assets Under Management25,915MILLIONS
Total Number of Accounts37ACCOUNTS
Average Account Value$700,415,817
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.