Jeffrey W. Little
Professional summary
Jeffrey William Little, CFP® is a registered financial advisor currently at FINANCIAL TELESIS COMPANY located in Solvang, California.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Jeffrey has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Little's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Experience
February 17, 1999 - Present
FINANCIAL TELESIS COMPANY
Office #1: 1603 Copenhagen, Suite 5, Solvang, CA 93463March 16, 1992 - October 9, 1992
TRANSAMERICA FINANCIAL ADVISORS, INC.
January 26, 1989 - March 14, 1990
MUTUAL SERVICE CORPORATION
June 29, 1987 - December 31, 1988
MUTUAL SERVICE CORPORATION
November 12, 1984 - June 30, 1987
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 21, 1984 - November 27, 1984
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/17/1999)
Exams
Current Firm
FINANCIAL TELESIS COMPANY
CRD#: 112804 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 19,095,853 |
Red Flags
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