Jeffrey Darien (CRD# 1946967) is an Investment Advisor Representative working at Churchill Management Group in Westport, CT and has over 34 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Churchill Management Group | Los Angeles, CA | Feb 2021 - Current | 3 |
| Oppenheimer & Company Inc. | Stamford, CT | May 2019 - Jan 2021 | 1 |
| Bank Of America, N.a. | Stamford, CT | Oct 2017 - May 2019 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford, CT | Sep 2017 - May 2019 | 1 |
| Mach Five | Westport, CT | Oct 2015 - Sep 2017 | 1 |
| Charles Schwab & Company, Inc. | New York City, NY | Dec 2012 - Sep 2017 | 4 |
| Charles Schwab Bank | New York City, NY | Dec 2012 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1989 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- CT
- MA
- NJ
- NY
-
Total Assets Under Management8,237MILLIONS
-
Total Number of Accounts19,450ACCOUNTS
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Average Account Value$423,493
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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