Cameron Jeffreys, financial advisor Indianapolis IN
91 score

Cameron Jeffreys

CRD Number: 6183204
Current Firm: Forethought Investment Advisors, LLC

Cameron Jeffreys (CRD# 6183204) is an Investment Advisor Representative working at Forethought Investment Advisors, LLC in Indianapolis, IN and has over 2 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Indianapolis IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Score
103
Similar Advisors
Martin Armbruster, financial advisor Indianapolis IN
Martin J. Armbruster
CRD# 1068568
Treybourne Wealth Planners
Score
101
Similar Advisors
Thomas Hardin, financial advisor Indianapolis IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Score
101
Professional Designations
Company Name Location Dates Years
Forethought Distributors, LLC Simsbury, CT Jun 2014 - Current 2
Forethought Investment Advisors LLC Indianapolis, IN Mar 2013 - Current 3
Forethought Financial Services, Inc. Indianapolis, IN Nov 2009 - Current 7
Unemployed Fishers, IN May 2008 - Nov 2009 1
Credit Suisse Toronto, Aug 1998 - May 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
Contact Info for Cameron D. Jeffreys
Phone Number: 317-223-2708
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    1,766
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $176,636,624
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IN

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
91
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.