Jeffery Butler (CRD# 6802076) is an Investment Advisor Representative working at Openair Financial, LLC in Rockwall, TX and has over 4 years of experience in the finance industry.
CRD# 4422503
Edward Jones
CRD# 5460782
J.p. Morgan Securities LLC
CRD# 2402555
Momentum Independent Network Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Openair Advisory, LLC | Southlake, TX | Jan 2021 - Current | 3 |
| Openair Financial, LLC | Southlake, TX | Jan 2021 - Current | 3 |
| Butler Law Office, Pllc Dba Atrium Legal Group | Rockwall, TX | Nov 2014 - Current | 9 |
| Atrium Capital Management | Rockwall, TX | May 2020 - Jan 2021 | < 1 |
| Atrium Advisory Group, LLC | Rockwall, TX | Jan 2020 - Jan 2021 | 1 |
| Sterling National Financial Group | Rockwall, TX | Jun 2014 - Nov 2014 | < 1 |
| Mimura Law Firm | Nampa, ID | Apr 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- TX
-
Total Assets Under Management183MILLIONS
-
Total Number of Accounts833ACCOUNTS
-
Average Account Value$219,688
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
TX, UT
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