Jeffrey Bliss (CRD# 4698293) is an Investment Advisor Representative working at Sound Income Strategies, LLC in Plantation, FL and has over 15 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Income Strategies, LLC | Plantation, FL | Nov 2016 - Current | 7 |
| Wealthwise Technologies Advisory Group LLC | Plantation, FL | Oct 2008 - Current | 15 |
| Bliss Wealth Mangement Inc. (formerley Wealthwise Technologies) | Plantation, FL | Mar 1997 - Current | 27 |
| Summit Wealth Partners, LLC | Plantation, FL | Dec 2015 - Dec 2016 | 1 |
| Smc Advisory Network, LLC | Plantation, FL | Aug 2014 - Mar 2016 | 1 |
| Global Financial Private Capital, LLC | Plantation, FL | Apr 2011 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2008 |
- FL
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Total Assets Under Management2,669MILLIONS
-
Total Number of Accounts20,938ACCOUNTS
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Average Account Value$127,465
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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