Jeffrey Schreiber (CRD# 1092384) is an Investment Advisor Representative working at Barrett Capital Partners in Weymouth, MA and has over 28 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barrett Capital Partners | Weymouth, MA | Oct 2023 - Current | < 1 |
| Prime Pensions, Inc. | Florham Park, NJ | Apr 2023 - Current | 1 |
| Mml Distributors, LLC | Enfield, CT | Nov 2014 - Current | 9 |
| The Retirement Advantage | Port Washington, WI | Jun 2018 - Apr 2023 | 4 |
| Mass Mutual Financial Group | Springfield, MA | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
- MA
-
Total Assets Under Management20MILLIONS
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$122,312
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MA
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