Jeffrey A. Cashmore
Professional summary
Jeffrey Arthur Cashmore, who also goes by Jeffrey Cashmore, is a registered financial advisor currently at MEMBERS ADVISORY GROUP, LLC located in Williamsville, New York.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Arthur Cashmore's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 12, 2014 - Present
MEMBERS ADVISORY GROUP, LLC
Office #1: 6750 Main Street, Williamsville, NY 14221November 11, 1994 - October 22, 2012
LPL FINANCIAL LLC
November 11, 1994 - October 22, 2012
LPL FINANCIAL LLC
October 5, 1992 - November 17, 1994
KIDDER, PEABODY & CO. INCORPORATED
June 26, 1990 - October 15, 1992
IFMG SECURITIES, INC.
March 21, 1989 - July 19, 1990
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
MEMBERS ADVISORY GROUP, LLC
CRD#: 153723 / SEC#: 801-77362
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/30/2021)
(2/12/2014)
Exams
Current Firm
MEMBERS ADVISORY GROUP, LLC
CRD#: 153723 / SEC#: 801-77362
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,401 |
| AUM (Assets Under Management) | $ 404,998,886 |
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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Company Information
MEMBERS ADVISORY GROUP, LLC
CRD#: 153723Williamsville, NY 14221TRUST BUT VERIFY
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