Jeffrey Scott, financial advisor Cincinnati OH

Jeffrey Scott

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Jeffrey J. Scott
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    25,915
    MILLIONS
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $700,415,817
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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