Jeff Allen Worf
Professional Summary
Jeff Allen Worf, who also goes by Jeff Allen Worf, Jeffrey Allen Worf, Jeff Worf, is a registered financial advisor currently at CABRERA CAPITAL MARKETS, LLC located in Chicago, Illinois. Jeff is registered as a RR (Registered Representative) and started their career in finance in 1985. Jeff has worked at 19 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeff Allen Worf, Jeffrey Allen Worf, Jeff Worf
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
CABRERA CAPITAL MARKETS, INC. | FIRST SECURITIES CORPORATION | CABRERA CAPITAL MARKETS, LLC
Contact Information
Main Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606Mailing Address
227 W. Monroe St. Suite 3000, Chicago, IL 60606Phone Number
(312) 236-8888Established
Delaware since 04/10/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (30 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/22/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2000About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeff Allen Worf's CRS (Customer Relationship Summary).
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