Jeffrey Braley (CRD# 7060692) is an Investment Advisor Representative working at Pnc Investments in Gulf Breeze, FL and has over 4 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments LLC | Pensacola, FL | Dec 2023 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Gulf Shores, AL | Jan 2019 - Dec 2023 | 4 |
| Wells Fargo Bank Na | Gulf Shores, AL | Mar 2018 - Dec 2023 | 5 |
| Victra Verizon | Orange Beach, AL | Jun 2015 - Mar 2018 | 2 |
| Loveland Heights Church Of Christ | Loveland, OH | Oct 1990 - May 2015 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2019 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
- AL
- FL
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
-
Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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