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Jeffrey Brockelsby, financial advisor Irmo SC

Jeffrey Brockelsby

CRD Number: 6440151
Current Firm: Brockelsby Investment Services

Jeffrey Brockelsby (CRD# 6440151) is an Investment Advisor Representative working at Brockelsby Investment Services in Irmo, SC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Black Hills Reptile Gardens Rapid City, SD Aug 1993 - Current 30
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Jeffrey L. Brockelsby
Phone Number: 803-407-9256
Registered State(s):
  • SC
Current Firm Details
Brockelsby Investment Services
Firm's CRD Number: 171595
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $726,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

SC

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