Laurel Jefferson, financial advisor Tempe AZ
93 score

Laurel Jefferson

CRD Number: 5381704
Current Firm: Usaa Financial Planning Services

Laurel Jefferson (CRD# 5381704) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tempe, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Advisors Inc. Phoenix, AZ Aug 2010 - Current 6
Usaa Financial Planning Services Phoenix, AZ Aug 2010 - Current 6
Unemployed Phoenix, AZ Jun 2010 - Aug 2010 < 1
Morgan Stanley Smith Barney Tempe, AZ Jun 2009 - Jun 2010 1
Citigroup Global Markets Inc. Tempe, AZ Jul 2007 - May 2009 1
Planet Ten LLC Temple, AZ Feb 2007 - Jun 2007 < 1
Unemployed Phoenix, AZ Dec 2006 - Feb 2007 < 1
Bank Nine Investment Group Tempe, AZ Jan 2001 - Dec 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Laurel A. Jefferson
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • AZ
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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