Jeffrey DeanCRD Number: 5273435
Current Firm: Itb Capital Advisors, LLC
Jeffrey Dean (CRD# 5273435) is an Investment Advisor Representative working at Itb Capital Advisors, LLC in Lakeland, FL and has over 10 years of experience in the finance industry.
Allen & Company Of Florida, Inc.
Lpl Financial LLC
J. W. Cole Advisors, Inc.
|Ar Fund Management||Lakeland, FL||Nov 2012 - Current||5|
|James I Black & Company||Lakeland, FL||Jan 2007 - Current||11|
|Itb Capital Management, LLC||Lakeland, FL||Jan 2006 - Current||12|
|Itb Capital Advisors, LLC||Lakeland, FL||Jan 2006 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2007|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management10MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$10,008,380
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")