Jeffrey W. Deboer
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.
Jeffrey Wayne Deboer, ChFC®, who also goes by Jeff Deboer, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1988. Jeffrey had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 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
October 1, 2021 - July 1, 2024
ALLWORTH FINANCIAL, L.P.
October 1, 2021 - July 1, 2024
AW SECURITIES
December 5, 2006 - October 1, 2021
COMMONWEALTH FINANCIAL NETWORK
December 5, 2006 - October 1, 2021
COMMONWEALTH FINANCIAL NETWORK
October 31, 2005 - December 14, 2006
OSAIC SERVICES, INC.
August 19, 2003 - December 8, 2006
THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS
February 18, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
April 22, 2002 - March 11, 2003
IFMG SECURITIES, INC.
September 8, 1999 - March 11, 2003
IFMG SECURITIES, INC.
January 28, 1997 - August 23, 1999
CAL FED INVESTMENTS
November 30, 1993 - April 16, 1996
MARKETING ONE SECURITIES, INC.
March 27, 1989 - May 2, 1990
PAMCO SECURITIES AND INSURANCE SERVICES
April 13, 1988 - April 27, 1989
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
ALLWORTH FINANCIAL, L.P.
CRD#: 111167 / SEC#: 801-68255
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
ALLWORTH FINANCIAL, L.P.
CRD#: 111167 / SEC#: 801-68255
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 64,930 |
| AUM (Assets Under Management) | $ 25,097,132,975 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2025 | ||
| 02/05/2025 |
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.
