Jeffrey Morand (CRD# 728191) is an Investment Advisor Representative working at Independent Financial Group, LLC in Englewood, CO and has over 37 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morand Success Coach | Englewood, CO | Jun 2023 - Current | < 1 |
| Independent Financial Group | Englewood, CO | Jan 2019 - Current | 5 |
| College Funding Coach.com | Englewood, CO | Jan 2004 - Current | 20 |
| Jpm Rental Property | Englewood, CO | Jan 1999 - Current | 25 |
| J P Morand & Company | Englewood, CO | Jan 1981 - Current | 43 |
| Rice Brown Financial Services | Engelwood, CO | Aug 2013 - Dec 2018 | 5 |
| United Planners' Financial Services | Scottsdale, AZ | Aug 2008 - Dec 2018 | 10 |
| Ever Bank | Jacksonville, FL | Mar 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1986 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
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Total Assets Under Management6,751MILLIONS
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Total Number of Accounts30,369ACCOUNTS
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Average Account Value$222,295
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