Jeffrey D. Stallard
Professional summary
Jeffrey Dean Stallard is a registered financial professional currently at TREASURY BROKERAGE located in Menlo Park, California.
Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1993. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Dean Stallard's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2026 - Present
TREASURY BROKERAGE
Office #1: 648 Menlo Avenue Suite 2, Menlo Park, CA 94025April 22, 2016 - June 8, 2026
BLACKROCK INVESTMENT MANAGEMENT, LLC
April 22, 2016 - June 8, 2026
BLACKROCK INVESTMENTS, LLC
August 20, 2005 - April 19, 2016
BOFA DISTRIBUTORS, INC.
March 1, 2005 - August 20, 2005
BACAP DISTRIBUTORS, LLC
February 11, 2005 - April 19, 2016
BOFA ADVISORS, LLC
June 21, 2004 - March 1, 2005
BOFA DISTRIBUTORS, INC.
January 1, 2003 - February 11, 2005
BACAP DISTRIBUTORS, LLC
January 1, 2003 - June 21, 2004
BACAP DISTRIBUTORS, LLC
December 31, 2001 - January 1, 2003
STEPHENS
September 27, 1995 - January 1, 2003
STEPHENS
December 13, 1993 - October 6, 1994
FIDELITY BROKERAGE 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
(7/14/2026)
(7/14/2026)
(7/14/2026)
Exams
FINRA
Current Firm
TREASURY BROKERAGE
CRD#: 140855 / SEC#: , 8-67345
Contact information
FINRA licenses (31 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TREASURY HOLDINGS LLC | PARENT COMPANY | |
| CHAZEN, ARON L | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 2211603 |
| CHAZEN, ARON L | COMPLIANCE OFFICER | 2211603 |
| KAMINSKI, CHRISTOPHER JOHN | MANAGING MEMBER | 2585962 |
| MOYE, CELESTE WILLAT | PRINCIPAL FINANCIAL OFFICER & PRINCIPAL OPERATIONS OFFICER | 6566618 |
| MOYE, CELESTE WILLAT | FINANCIAL OPERATIONS PRINCIPAL | 6566618 |
Red Flags
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