Jeffrey Loperfido (CRD# 4049895) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Boca Raton, FL and has over 24 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Boca Raton, FL | May 2021 - Current | 2 |
| Pruco Securities LLC | West Palm Beach, FL | Oct 2020 - Apr 2021 | < 1 |
| Prudential Insurance Company Of America | West Palm Beach, FL | Oct 2020 - Apr 2021 | < 1 |
| Brookstone Capital Management | Wheaton, IL | Jun 2020 - Oct 2020 | < 1 |
| J.p. Morgan Securities LLC | Lake Worth, FL | May 2016 - Apr 2020 | 3 |
| Bb&t Bank | Manassas, VA | Aug 2010 - May 2016 | 5 |
| Bb&t Investments | Charlotte, NC | Aug 2010 - May 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2000 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- FL
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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