Jeffrey J. Wilfong
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 John Wilfong, who also goes by Jeff John Wilfong, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1995. Jeffrey had worked at 9 firms and has passed the Series 65, Series 63, Series 55, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 6, 2020 - December 31, 2022
LEVEL TWO WEALTH MANAGEMENT LLC
March 23, 2010 - June 27, 2013
AEGIS CAPITAL CORP.
November 16, 2006 - March 26, 2010
GUNNALLEN FINANCIAL, INC
July 7, 2004 - July 25, 2006
WCM PARTNERS, LLC
March 5, 2004 - August 27, 2004
B.B. GRAHAM & COMPANY, INC.
January 10, 2002 - February 27, 2004
AVIOR CAPITAL, LLC
December 23, 1999 - December 18, 2001
PCS SECURITIES, INC.
July 31, 1999 - May 16, 2000
GREAT PACIFIC SECURITIES
October 18, 1995 - July 13, 1999
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Exams
Series 55
Date: 8/25/1999
Limited Representative-Equity Trader ExamCurrent Firm
LEVEL TWO WEALTH MANAGEMENT LLC
CRD#: 309019 / SEC#:
Contact information
Red Flags
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