Jeff Allebach, financial advisor Palm Beach Gardens FL

Jeff Allebach

CRD Number: 1850642
Current Firm: Gwn Securities Inc.

Jeff Allebach (CRD# 1850642) is an Investment Advisor Representative working at Gwn Securities Inc. in Palm Beach Gardens, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Allebach Financial Solutions LLC Orange City, FL Aug 2018 - Current 5
Covalent Scientific Industries Lakeland, FL Apr 2006 - Current 17
Ameritas Investment Corp Lincoln, NE Jun 2017 - Sep 2019 2
Capital Choice Financial Services Greensboro, GA May 2014 - Sep 2019 5
Capital Choice Investment Advisers, Inc. Greensboro, GA Mar 2017 - Jun 2017 < 1
Ccf Investments Inc. Greensboro, GA Jun 2014 - Jun 2017 3
Pfs Investments Inc. Worthington, OH Feb 2014 - May 2014 < 1
Primerica Financial Services Worthington, OH Jul 2013 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Mar 2017
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeff H. Allebach
Phone Number: 561-472-2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,839
    MILLIONS
  • Total Number of Accounts
    58,177
    ACCOUNTS
  • Average Account Value
    $48,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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