Jeffrey Festog (CRD# 2377176) is an Investment Advisor Representative working at Festog Capital, LLC in Charlotte, NC and has over 30 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Festog Capital LLC | Charlotte, NC | Oct 2021 - Current | 2 |
| Festog Capital LLC | Galloway, OH | Nov 2013 - Mar 2022 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1993 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1996 |
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- NC
- OH
- TX
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Total Assets Under Management18MILLIONS
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Total Number of Accounts76ACCOUNTS
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Average Account Value$232,132
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
NC, OH, TX
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