Jeffrey C. Furest

FIRST FINANCIAL COACHING

Mt. Clemens, MI 48043

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CRD#: 1347372

Professional summary

Jeffrey Curtis Furest, AIF®, CFP® is a registered financial advisor currently at FIRST FINANCIAL COACHING, INC. located in Mt. Clemens, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jeffrey has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 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.

1- FUREST FUREST SERVICES INC. DBA FIRST FINANCIAL; NON-INVESTMENT RELATED; 144 S. MAIN ST. MT. CLEMENS, MI 48043; INSURANCE AGENCY; VP; 9/24/1984; 20 HRS/MONTH; 4 HRS/DAY; COMPENSATION-COMMISSION AS POLICIES ARE SOLD; LIFE AND DISABILITY INSURANCE SALES. 2- VARIOUS INSURANCE COMPANIES; NON-INVESTMENT RELATED; VARIOUS STATES MI, OH, CA, NH; INSURANCE COMPANIES; AGENT; 9/5/1984; 20 HRS/MONTH; 4 HRS/DAY; LIFE AND DISABILITY SALES. 3. South Main Real Estate LLC - 144 S. Main St., Mount Clemens, MI 48043 CATEGORY: REAL ESTATE RENTAL, INVESTMENT-RELATED: YES, TITLE: OWNER, DUTIES: RENT REAL ESTATE. Start 2003, Hours per Month 5, hours during trading hours 0 4. Nunns Creek LLC - 144 S. Main St., Mount Clemens, MI 48043 CATEGORY: REAL ESTATE RENTAL, INVESTMENT-RELATED: YES, TITLE: OWNER, DUTIES: Manage & RENT REAL ESTATE. Start 1/5/2021 , Hours per Month 3, hours during trading hours 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Curtis Furest'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

March 11, 2010 - Present

FIRST FINANCIAL COACHING, INC.

Office #1: 144 South Main St., Mt. Clemens, MI 48043

RIA

CRD#: 152070

Mt. Clemens, MI

Past

February 4, 2010 - December 31, 2017

TRIAD ADVISORS LLC

CRD#: 25803

MT CLEMENS, MI

Past

November 10, 2009 - February 9, 2010

OSAIC FS, INC.

RIA

CRD#: 3870

MOUNT CLEMENS, MI

Past

March 11, 1985 - February 9, 2010

OSAIC FS, INC.

CRD#: 3870

MOUNT CLEMENS, MI

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".

FIRST FINANCIAL COACHING, INC.

FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING

CRD#: 152070 / SEC#: 801-128612

RIA

Registered Investment Advisory firm - (8/30/2023 Approved)

Arizona

Registered Investment Advisory firm - (9/5/2023 Terminated)

California

Registered Investment Advisory firm - (10/5/2023 Terminated)

Delaware

Registered Investment Advisory firm - (9/6/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/5/2023 Terminated)

Georgia

Registered Investment Advisory firm - (9/11/2023 Terminated)

Illinois

Registered Investment Advisory firm - (9/5/2023 Terminated)

Indiana

Registered Investment Advisory firm - (9/8/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2023 Terminated)

Michigan

Registered Investment Advisory firm - (9/19/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (9/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (9/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/5/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/21/2010)

IAR

Texas
(4/1/2010)

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.

Exams

State Security Law Exam

Series 63

Date: 3/8/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2000

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/3/1988

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/8/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/14/2000

General Securities Principal Examination

Current Firm

FIRST FINANCIAL COACHING, INC.

FFC | YOUR FINANCIAL COACH, INC. | FIRST FINANCIAL COACHING, INC. | FIRST FINANCIAL COACHING

CRD#: 152070 / SEC#: 801-128612

RIA

Registered Investment Advisory firm - (8/30/2023 Approved)

Arizona

Registered Investment Advisory firm - (9/5/2023 Terminated)

California

Registered Investment Advisory firm - (10/5/2023 Terminated)

Delaware

Registered Investment Advisory firm - (9/6/2023 Terminated)

Florida

Registered Investment Advisory firm - (9/5/2023 Terminated)

Georgia

Registered Investment Advisory firm - (9/11/2023 Terminated)

Illinois

Registered Investment Advisory firm - (9/5/2023 Terminated)

Indiana

Registered Investment Advisory firm - (9/8/2023 Terminated)

Kentucky

Registered Investment Advisory firm - (9/5/2023 Terminated)

Michigan

Registered Investment Advisory firm - (9/19/2023 Terminated)

North Carolina

Registered Investment Advisory firm - (9/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (9/5/2023 Terminated)

Texas

Registered Investment Advisory firm - (9/5/2023 Terminated)

Wisconsin

Registered Investment Advisory firm - (9/5/2023 Terminated)

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Contact information

Main Address

144 South Main St., Mt. Clemens, MI 48043

Mailing Address

Phone number

(586) 463-1880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/21/2025)

Regulatory assets under management

Total Number of Accounts	1,877
AUM (Assets Under Management)	$ 279,664,257

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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Advisor Monitoring

Firm Stability Insights

Jeffrey C. Furest

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Curtis Furest's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIAD ADVISORS LLC

OSAIC FS, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

FIRST FINANCIAL COACHING, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/8/1985

SIE

Date: 12/31/2017

Series 7

Date: 7/20/2000

Series 22

Date: 6/3/1988

Series 6

Date: 3/8/1985

Series 24

Date: 8/14/2000

Current Firm

FIRST FINANCIAL COACHING, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST FINANCIAL COACHING, INC.

TRUST BUT VERIFY

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