Jeffery A. Seed

PLAN SPONSOR ADVISER

Henrico, VA

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CRD#: 1971750

Professional summary

Jeffery Alan Seed, AIF® is a registered financial advisor currently at PLAN SPONSOR ADVISER, LLC located in Henrico, Virginia.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jeffery has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Alan Seed's 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

Experience

Current

August 17, 2004 - Present

PLAN SPONSOR ADVISER, LLC

RIA

CRD#: 132009

Henrico, VA

Past

June 21, 2001 - March 28, 2005

A&S CAPITAL ADVISORS, INC.

RIA

CRD#: 108827

RICHMOND, VA

Past

July 26, 1989 - December 31, 1989

WADDELL & REED

CRD#: 866

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

Virginia
(8/17/2004)

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

IAR

Series 65

Date: 6/6/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/14/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/20/1989

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PLAN SPONSOR ADVISER, LLC

J.A. SEED & ASSOCIATES, LLC | PLAN SPONSOR ADVISER, LLC

CRD#: 132009 / SEC#:

Virginia

Registered Investment Advisory firm - (8/13/2004 Approved)

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Contact information

Main Address

Henrico, VA

Mailing Address

Phone number

(804) 690-2214

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jeffery A. Seed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Alan Seed's CRS (Customer Relationship Summary).

Certified licenses

Experience

PLAN SPONSOR ADVISER, LLC

A&S CAPITAL ADVISORS, INC.

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/2001

Series 63

Date: 7/14/1989

Series 6

Date: 7/20/1989

Current Firm

PLAN SPONSOR ADVISER, LLC

Contact information

Documents

Red Flags

Company Information

PLAN SPONSOR ADVISER, LLC

TRUST BUT VERIFY

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