Jeffrey H. Hamilton
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 Hunter Hamilton, who also goes by Jeff Hamilton, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1991. Jeffrey had worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 29, 2014 - October 6, 2025
CU INVESTMENT SOLUTIONS LLC
April 10, 2012 - May 31, 2012
ALLY SECURITIES LLC
November 5, 2007 - December 5, 2008
WESCORP INVESTMENT SERVICES, LLC
November 11, 1991 - March 15, 1994
BOATMEN'S INVESTMENT SERVICES, INC.
September 9, 1991 - October 29, 1991
IDS LIFE INSURANCE COMPANY
September 9, 1991 - October 29, 1991
AMERIPRISE FINANCIAL SERVICES, LLC
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
CU INVESTMENT SOLUTIONS LLC
CRD#: 43753 / SEC#: , 8-50400
Contact information
FINRA licenses (49 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| ALLOYA CORPORATE FCU | OWNER | |
| CATALYST FEDERAL CREDIT UNION | OWNER | |
| CORPORATE AMERICA CREDIT UNION | OWNER | |
| MILLENNIUM CORPORATE CREDIT UNION | OWNER | |
| TRICORP FEDERAL CREDIT UNION | OWNER | |
| VOLUNTEER CORPORATE CREDIT UNION | OWNER | |
| BECKER, JOSHUA DAMON | CHIEF OPERATING OFFICER | 5784666 |
| JACKSON, MATTHEW DAVID | CEO/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | 3251494 |
| THOMAS, BRADFORD LOWELL | CHIEF FINANCIAL OFFICER | 6180244 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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