Jeffrey Powell, financial advisor Ada MI

Jeffrey Powell

CRD Number: 6561244
Current Firm: Usa Financial Securities Corporation

Jeffrey Powell (CRD# 6561244) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Kingdom Wealth Management Mechanicsburg, PA Dec 2018 - Current 2
Usa Financial Securities Ada, MI Dec 2018 - Current 2
Cjc Inc Allstate Carlisle, PA Feb 2017 - Current 4
Jeff Powell Dillsburg, PA Feb 2015 - Current 6
Haar's Inc. Dillsburg, PA Jun 2013 - Current 8
Waddell & Reed Inc. Camp Hill, PA Sep 2015 - Dec 2018 3
Fisher Auto Parts Mechanicsburg, PA Jul 2005 - Sep 2016 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Jeffrey S. Powell
Phone Number: 888-407-8198
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    4,020
    ACCOUNTS
  • Average Account Value
    $52,748
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VI, VT, WA, WI, WV

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