Jeffrey Savois (CRD# 5381571) is an Investment Advisor Representative working at Diamond Client Group, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vanderbilt Financial Group. | Woodbury, NY | Nov 2023 - Current | < 1 |
| Diamond Client Group | The Woodlands, TX | Mar 2023 - Current | 1 |
| Peak Brokerage Services, LLC | Jupiter, FL | Mar 2023 - Nov 2023 | < 1 |
| Mml Investors Services, LLC | Houston, TX | Mar 2017 - Mar 2023 | 6 |
| Massachusetts Mutual Life Insurance Company | Houston, TX | Jul 2016 - Mar 2023 | 6 |
| Msi Financial Services | Houston, TX | Mar 2009 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2010 |
- LA
- TX
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$184,946
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
LA, TX
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