Jeffrey C. Binkley
Professional summary
Jeffrey Carl Binkley, who also goes by Jeff Binkley, is a registered financial advisor currently at BINKLEY WEALTH MANAGEMENT GROUP LLC located in Avon, Indiana.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 5 firms and has passed the Series 66, Series 65, Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Carl Binkley's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 27, 2011 - Present
BINKLEY WEALTH MANAGEMENT GROUP LLC
Office #1: 6319 E Us Highway 36 #208, Avon, IN 46123October 8, 2010 - October 12, 2011
LPL FINANCIAL LLC
October 8, 2010 - October 12, 2011
LPL FINANCIAL LLC
April 14, 2008 - October 1, 2010
EDWARD JONES
March 31, 2008 - October 1, 2010
EDWARD JONES
May 8, 1995 - April 18, 2008
CHARLES SCHWAB & CO., INC.
June 22, 1993 - July 6, 1994
PRUDENTIAL EQUITY GROUP, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/27/2011)
Exams
Series 8
Date: 2/19/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BINKLEY WEALTH MANAGEMENT GROUP LLC
CRD#: 159182 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 6,970,000 |
Red Flags
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