Jeffrey Inglis (CRD# 7850915) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hillsboro, OR and has 1 year of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Hillsboro, OR | Feb 2024 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hillsboro, OR | Dec 2023 - Current | < 1 |
| Broad Arrow Group | Portland, OR | Dec 2022 - Dec 2023 | 1 |
| Unemployed | Portland, OR | Aug 2022 - Nov 2022 | < 1 |
| Outer Inc. | Portland, OR | Jan 2022 - Jul 2022 | < 1 |
| Unemployed | Portland, OR | Aug 2021 - Dec 2021 | < 1 |
| Rfl Group | Lake Oswego, OR | Sep 2020 - Jul 2021 | < 1 |
| Unemployed | Portland, OR | Apr 2020 - Aug 2020 | < 1 |
| Rm Sotheby's | Culver City, CA | Mar 2020 - Apr 2020 | < 1 |
| Unemployed | Portland, OR | Jan 2020 - Feb 2020 | < 1 |
| Wells Fargo Home Mortgage | Lake Oswego, OR | Aug 2018 - Jan 2020 | 1 |
| Stone Bridge Realty | Lake Oswego, OR | Jan 2018 - Aug 2018 | < 1 |
| Keller Williams Portland Premiere | Lake Oswego, OR | Apr 2014 - Jan 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- CA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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