Jeffrey S. Reisel

ALLSTATE FINANCIAL ADVISORS

CLARK, NJ 07066-1316

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CRD#: 1217019

Professional summary

Jeffrey Stuart Reisel is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Clark, New Jersey and ALLSTATE FINANCIAL SERVICES, LLC located in Clark, New Jersey.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Jeffrey has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

STRATEGIC BENEFIT ADVISORS LLC 1402 WESTFIELD AVENUE, CLARK, NJ 07066. HEALTH AND EMPLOYEE BENEFIT SALES AND SERVICE; DUTIES: I HAVE A FEW SMALL BUSINESS CLIENTS WHO I SERVICE THEIR GROUP MEDICAL PLANS; SERVICE CLIENTS 5%; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING TRADES; 10/1/2013

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stuart Reisel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 29, 2015 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 1065 Raritan Rd, Clark, NJ 07066-1316

RIA

CRD#: 109524

CLARK, NJ

Current

May 22, 2015 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 1065 Raritan Rd, Clark, NJ 07066-1316

CRD#: 18272

Clark, NJ

Past

June 24, 2011 - September 24, 2013

SENTINEL PENSION ADVISORS, LLC.

RIA

CRD#: 109901

NEW YORK, NY

Past

January 4, 2006 - December 31, 2006

THE INVESTMENT CENTER, INC.

CRD#: 17839

BEDMINSTER, NJ

Past

August 18, 2004 - December 31, 2005

PGP FINANCIAL, INC.

CRD#: 21617

GREAT RIVER, NY

Past

August 1, 2003 - June 17, 2004

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

June 4, 1997 - August 1, 2003

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

February 16, 1994 - October 30, 1995

CARILLON INVESTMENTS, INC.

CRD#: 14646

CINCINNATI, OH

Past

July 11, 1985 - February 11, 1994

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

January 24, 1985 - April 24, 1985

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

Past

February 24, 1984 - December 20, 1984

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New Jersey
(4/29/2015)

New Jersey
(5/22/2015)

New York
(1/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/26/2019

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/23/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/22/2015

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 2/18/1984

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey S. Reisel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Stuart Reisel's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

SENTINEL PENSION ADVISORS, LLC.

THE INVESTMENT CENTER, INC.

PGP FINANCIAL, INC.

WALNUT STREET SECURITIES, INC.

NATHAN & LEWIS SECURITIES, INC.

CARILLON INVESTMENTS, INC.

PRUCO SECURITIES, LLC.

NATHAN & LEWIS SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/26/2019

Series 65

Date: 6/23/2011

SIE

Date: 10/1/2018

Series 6

Date: 5/22/2015

Series 7

Date: 2/18/1984

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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