Jeffrey Street, financial advisor North Andover MA

Jeffrey Street

CRD Number: 1843498
Current Firm: Stonex Advisors Inc.

Jeffrey Street (CRD# 1843498) is an Investment Advisor Representative working at Stonex Advisors Inc. in North Andover, MA and has over 35 years of experience in the finance industry. Jeffrey Street 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
Stonex Advisors Inc. North Andover, MA Jan 2015 - Current 9
Stonex Securities Inc. North Andover, MA Sep 2014 - Current 9
Street Financial Services North Andover, MA Oct 1991 - Current 32
Wrp Investments, Inc. Youngstown, OH Jun 2004 - Jan 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Contact Info for Jeffrey A. Street
Phone Number: 800-292-2411
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,316
    MILLIONS
  • Total Number of Accounts
    14,019
    ACCOUNTS
  • Average Account Value
    $236,519
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)
  • Educational seminars/workshops
  • Other
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, WY

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