Jeffrey Dean, financial advisor Lakeland FL
93 score

Jeffrey Dean

CRD 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 11 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Jeffrey M. Dean
Phone Number: 863-686-4163
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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