Jeffrey D. Vass
Professional summary
Jeffrey Dean Vass, who also goes by Jeff D Vass, Jeff Vass, is a registered financial advisor currently at MERIDIAN FINANCIAL GROUP, INC. located in Milwaukie, Oregon and LPL FINANCIAL LLC located in Milwaukie, Oregon.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Jeffrey has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Dean Vass's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 24, 2011 - Present
MERIDIAN FINANCIAL GROUP, INC.
Office #1: 4120 Se International Way Suite A209, Milwaukie, OR 97222September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 4120 Se Intl. Way, Ste. A209, Milwaukie, OR 97222-8860May 15, 2009 - September 8, 2009
ASSOCIATED SECURITIES CORP.
October 31, 2005 - May 21, 2009
OSAIC SERVICES, INC.
February 22, 1999 - October 31, 2005
SUNAMERICA SECURITIES, INC.
November 16, 1992 - February 25, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
November 16, 1992 - February 25, 1999
EQUITABLE ADVISORS, 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
(9/8/2009)
(9/8/2009)
(3/24/2011)
(4/28/2016)
(9/8/2009)
Exams
FINRA
Current Firm
MERIDIAN FINANCIAL GROUP, INC.
CRD#: 155067 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 164 |
| AUM (Assets Under Management) | $ 83,658,659 |
Red Flags
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