Jeff Manley, financial advisor Houston TX
92 score

Jeff Manley

CRD Number: 2965271
Current Firm: Ejf Capital LLC

Jeff Manley (CRD# 2965271) is an Investment Advisor Representative working at Ejf Capital LLC in Houston, TX and has over 3 years of experience in the finance industry. Jeff Manley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Charlotte, NC Jan 2013 - Apr 2014 1
Cadence Bank Houston, TX Nov 2011 - Apr 2014 2
Compass Bank & Rokerage Houston, TX Mar 1995 - Nov 2011 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Jeff M. Manley
Phone Number: 703-875-8371
Firm Website: http://www.ejfcap.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,855
    MILLIONS
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $253,887,769
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

TX, VA

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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