Jeffrey Presley (CRD# 5564746) is an Investment Advisor Representative working at First Advisors National, LLC in Greer, SC and has over 15 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.m. Hill Advisors, LLC | Greer, SC | Feb 2012 - Current | 12 |
| Ministry Benefit Investments LLC | Coppell, TX | Oct 2016 - May 2017 | < 1 |
| First American National Investment Advisors, LLC | Greer, SC | Feb 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
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Total Assets Under Management448MILLIONS
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Total Number of Accounts4,892ACCOUNTS
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Average Account Value$91,633
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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