Jeffrey Gin (CRD# 4556763) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Morton Grove, IL and has over 21 years of experience in the finance industry. Jeffrey Gin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Wealth Management, Inc. | San Ramon, CA | Jul 2015 - Current | 8 |
| Fortune Financial Services Inc. | New Brighton, PA | Jan 2006 - Current | 18 |
| Various Insurance Carriers | Aurora, IL | Aug 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
- IL
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Total Assets Under Management243MILLIONS
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Total Number of Accounts1,611ACCOUNTS
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Average Account Value$151,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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- Selection of other advisers (including private fund managers)
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