Jeffery Feliciano, financial advisor Tyler TX

Jeffery Feliciano

CRD Number: 2837368
Current Firm: Lion Street Advisors, LLC

Jeffery Feliciano (CRD# 2837368) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Tyler, TX and has over 27 years of experience in the finance industry. Jeffery Feliciano 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
Lion Street Advisors Tyler, TX Apr 2017 - Current 6
Lion Street Financial Tyler, TX Apr 2017 - Current 6
Feliciano Financial Group Tyler, TX Jan 2000 - Current 24
Woodbury Financial Services Oakdale, MN Jan 2002 - Apr 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1997
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Jeffery D. Feliciano
Phone Number: 512-776-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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