Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Jeffrey Ebert, financial advisor Radnor PA
93 score

Jeffrey Ebert

CRD Number: 6113975
Current Firm: Tgs Financial Advisors

Jeffrey Ebert (CRD# 6113975) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 4 years of experience in the finance industry. Jeffrey Ebert 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.

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Professional Designations
Company Name Location Dates Years
Tgs Financial Advisors Radnor, PA Jun 2012 - Current 4
Harvard University, Psychology Dep Cambridge, MA Jul 2008 - Jun 2012 3
Harvard University/dept Psychology Cambridge, MA Aug 2002 - Jun 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Jeffrey P. Ebert
Phone Number: 610-892-9900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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