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JC

Jeffrey A. Clark

Some features on this profile are disabled
CRD#: 2417746
JC

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 Alan Clark, CFP®, who also goes by Jeffrey A Clark, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1993. Jeffrey had worked at 10 firms and has passed the Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey A Clark

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Past

March 29, 2021 - August 3, 2021

FREEDOM ADVISORY

RIA
CRD#: 147546
Fort Lauderdale, FL
Past

July 3, 2019 - October 7, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
FORT LAUDERDALE, FL
Past

June 27, 2019 - October 7, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FT. LAUDERDALE, FL
Past

February 28, 2017 - May 30, 2019

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
FT. LAUDERDALE, FL
Past

February 22, 2017 - May 30, 2019

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
FT. LAUDERDALE, FL
Past

February 23, 2016 - March 1, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FT LAUDERDALE, FL
Past

February 16, 2016 - March 1, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FT LAUDERDALE, FL
Past

April 8, 2011 - January 4, 2016

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
FORT LAUDERDALE, FL
Past

April 7, 2011 - January 4, 2016

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
FORT LAUDERDALE, FL
Past

January 31, 2008 - March 7, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
FORT LAUDERDALE, FL
Past

October 27, 2006 - April 16, 2007

COLONIAL BROKERAGE, INC.

BD
CRD#: 111668
MONTGOMERY, AL
Past

August 25, 2004 - September 13, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

February 26, 2004 - July 16, 2004

COMERICA SECURITIES

RIA
CRD#: 17079
DETROIT, MI
Past

February 26, 1999 - July 16, 2004

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI
Past

November 16, 1993 - March 19, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FREEDOM ADVISORY
FREEDOM ADVISORY
FREEDOM ADVISORY | FREEDOM ADVISORY, LLC

CRD#: 147546 / SEC#: 801-110235

RIA
Registered Investment Advisory firm - (4/3/2017 Approved)
Florida
Registered Investment Advisory firm - (4/6/2017 Terminated)
Illinois
Registered Investment Advisory firm - (4/3/2017 Terminated)
Ohio
Registered Investment Advisory firm - (12/31/2013 Terminated)
Puerto Rico
Registered Investment Advisory firm - (4/6/2017 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 2/15/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/29/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/4/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/15/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FREEDOM ADVISORY
FREEDOM ADVISORY
FREEDOM ADVISORY | FREEDOM ADVISORY, LLC

CRD#: 147546 / SEC#: 801-110235

RIA
Registered Investment Advisory firm - (4/3/2017 Approved)
Florida
Registered Investment Advisory firm - (4/6/2017 Terminated)
Illinois
Registered Investment Advisory firm - (4/3/2017 Terminated)
Ohio
Registered Investment Advisory firm - (12/31/2013 Terminated)
Puerto Rico
Registered Investment Advisory firm - (4/6/2017 Terminated)
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Contact information

Main Address
Centro Internacional De Mercadeo 90 Carr 165 Ste 505, Guaynabo, PR 00968-8067
Mailing Address
Po Box 363113, San Juan, PR 00936-3113
Phone number
(787) 792-3000
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/9/2026)

Regulatory assets under management

Total Number of Accounts938
AUM (Assets Under Management)$ 880,642,243

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREEDOM ADVISORY

FREEDOM ADVISORY

CRD#: 147546

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