Jeffrey Vaughn, financial advisor Geneva IL

Jeffrey Vaughn

CRD Number: 6107645
Current Firm: Fidelity Personal And Workplace Advisors

Jeffrey Vaughn (CRD# 6107645) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Geneva, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Geneva, IL Jun 2019 - Current 2
Jp Morgan Chase Bank Wheaton, IL Jun 2017 - Jun 2019 2
Jp Morgan Securities LLC Wheaton, IL Jun 2017 - Jun 2019 2
Morgan Stanley Naperville, IL Jun 2016 - Jun 2017 1
Associa Chicagoland Schaumburg, IL Mar 2014 - May 2016 2
Property Specialists, Inc. Woodridge, IL Nov 2012 - Mar 2014 1
Advanced Equities, Inc. Chicago, IL Jul 2012 - Nov 2012 < 1
Kawamura Capital Naperville, IL Oct 2009 - Jul 2012 2
North Central College Naperville, IL Sep 2009 - Jun 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Jeffrey D. Vaughn
Phone Number: 617-563-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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