Jeffrey Stone (CRD# 2655884) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Florence, AL and has over 28 years of experience in the finance industry.
CRD# 5083504
Edward Jones
CRD# 5286683
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5170662
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Jeffrey Stone Fine Art | Alpharetta, GA | Dec 2019 - Current | 4 |
Transamerica Financial Advisors, Inc. | Florence, AL | Nov 2016 - Current | 7 |
World Financial Group, Inc. | Florence, AL | Oct 2016 - Current | 7 |
Ameriprise Financial | Alpharetta, GA | Nov 2011 - Oct 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1995 |
S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- AL
- PR
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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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