Jeffrey Harris (CRD# 7324945) is an Investment Advisor Representative working at First Command Advisory Services in O'fallon, IL and has 1 year of experience in the finance industry.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Command Insurance Services | Fort Worth, TX | Nov 2022 - Current | 1 |
| First Command Brokerage Services | Fort Worth, TX | Nov 2022 - Current | 1 |
| First Command Advisory Services | Fort Worth, TX | Nov 2022 - Current | 1 |
| First Command Financial Services | Fort Worth, TX | Jan 2021 - Nov 2022 | 1 |
| Missouri Department Of Labor | Jefferson City, MO | Sep 2020 - Jun 2021 | < 1 |
| Gfi Digital Inc. | Maryland Heights, MO | Aug 2018 - Sep 2020 | 2 |
| Karate Fitness | Fairview Heights, IL | Jul 2010 - Aug 2018 | 8 |
| Acumen Consulting | Richmond Heights, MO | Sep 2017 - May 2018 | < 1 |
| Anders Cpas + Advisors | St. Louis, MO | Oct 2013 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- IL
-
Total Assets Under Management17,482MILLIONS
-
Total Number of Accounts107,959ACCOUNTS
-
Average Account Value$161,929
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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