Jeffery Hardin, financial advisor Roseville CA

Jeffery Hardin

CRD Number: 5739850
Current Firm: Fiduciary Solutions, LLC

Jeffery Hardin (CRD# 5739850) is an Investment Advisor Representative working at Fiduciary Solutions, LLC in Roseville, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Peak Financial Freedom Group, LLC Roseville, CA Nov 2018 - Current 4
Fiduciary Solutions, LLC Roseville, CA Sep 2018 - Current 4
Cape Securities Inc. Stockbridge, GA Jan 2017 - Current 6
American Global Wealth Management Stockbridge, GA Mar 2017 - Dec 2018 1
Cape Investment Advisory, Inc. Stockbridge, GA Dec 2016 - Sep 2018 1
Paramount Roofing Buford, GA Feb 2015 - Jan 2017 1
Cape Securities Inc. Stockbridge, GA Jan 2013 - Jan 2015 2
Cape Investment Advisory, Inc. Stockbridge, GA Jan 2013 - Jan 2015 2
Fiduciary Solutions, LLC Atlanta, GA Jul 2010 - Nov 2013 3
Md Planning Group, LLC Atlanta, GA Nov 2006 - Jun 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2010
S65 NASAA Investment Advisors Law Examination May 2010
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffery A. Hardin
Phone Number: 916-791-7063
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
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Types of Clients
Registered States


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