Jeffery Eynetich (CRD# 6570095) is an Investment Advisor Representative working at Plan Group Financial, Inc. in Oklahoma City, OK and has over 8 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Grand Island, NE | Nov 2023 - Current | < 1 |
| Plan Group Financial, Inc. | Oklahoma City, OK | Oct 2020 - Current | 3 |
| Saxony Securities Inc. | St. Louis, MO | Oct 2020 - Nov 2023 | 3 |
| Principal Life Insurance Company | Grand Island, NE | Oct 2015 - Oct 2020 | 5 |
| Princor Financial Services Corporation | Grand Island, NE | Oct 2015 - Oct 2020 | 5 |
| Washington National Insurance | Carmel, IN | May 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- NE
- OK
- TX
-
Total Assets Under Management285MILLIONS
-
Total Number of Accounts2,536ACCOUNTS
-
Average Account Value$112,568
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, IL, MO, NE, OK, TX
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