Jeffry K. Weinhuff
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeffry Kent Weinhuff, who also goes by Jeffry K Weinhuff, was a registered financial professional .
Jeffry is a previously registered financial professional and started their career in finance in 1988. Jeffry had worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 79, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 3, 2016 - November 21, 2017
CLARITY WEALTH MANAGEMENT, INC.
September 29, 2015 - August 4, 2016
BURCH & COMPANY, INC
April 12, 1990 - February 1, 1999
JEFFERIES LLC
November 23, 1988 - March 13, 1990
DREXEL BURNHAM LAMBERT INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CLARITY WEALTH MANAGEMENT, INC.
CRD#: 153258 / SEC#: 801-124722
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 290 |
| AUM (Assets Under Management) | $ 127,752,158 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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