Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.
Areas of Practice
Advisor Information
Office location
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffery works as a life insurance broker for Crump Life Insurance Services and sells health insurance through Preferred Marketing Associates, dedicating about a quarter of his time to each. He also coaches football full-time, works full-time for Plan Group Financial, receives renewal commissions from Washington National Insurance, and works as an agent for Private Client Services for about 10-20% of his time.