Jeffery Jones (CRD# 5308140) is an Investment Advisor Representative working at Tsa Management Inc. in Glen Head, NY and has over 16 years of experience in the finance industry.
CRD# 5834533
Charles Schwab & Company, Inc.
CRD# 5837317
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6073230
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halliday Financial, LLC | Clifton Park, NY | Jun 2017 - Current | 6 |
| Mml Investors Services, LLC | Latham, NY | Mar 2017 - Jun 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Jun 2017 | < 1 |
| Metlife Securities | Latham, NY | Mar 2007 - Jul 2016 | 9 |
| Metropolitan Life Insurance | Latham, NY | Mar 2007 - Jul 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
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- NY
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Total Assets Under Management1,114MILLIONS
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Total Number of Accounts3,770ACCOUNTS
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Average Account Value$295,559
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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