Michael Jeff

LATITUDE ADVISORS

Flushing, NY 11367

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CRD#: 2951544

Professional summary

Michael Jeff, who also goes by Jeff Michael, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Flushing, New York and GWN SECURITIES INC. located in Flushing, New York.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Michael has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Michael

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.

1/1993 TO PRESENT - TAXATION & MANAGEMENT CONSULTANTS INC.,7517 147TH ST. FLUSHING,NY 11367;TITLE-OWNER;DUTIES-ACCOUNTING AND TAX PRACTICE;TIME SPENT-75%;COMPENSATED BY BUSINESS PROFITS. LIFE/HEALTH/ANNUITIES POSITION: Agent NATURE: Advising and presenting insurance coverage based on a client's needs. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: 7517 147 Street, Flushing NY 11367 DESCRIPTION: I advise and suggest insurance coverage to existing tax clients. 01/2010 to PRESENT - POSITION: Investment Advisor Representative, Investment related, 5 hours per week. ADDRESS: 7517 147 Street, Flushing NY 11367 DESCRIPTION: I advise and work with clients with their investments for advisory fees

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

August 19, 2021 - Present

LATITUDE ADVISORS, LLC

Office #1: 75-17 147th St, Flushing, NY 11367

RIA

CRD#: 151001

Flushing, NY

Current

January 6, 2010 - Present

GWN SECURITIES INC.

RIA

CRD#: 128929

FLUSHING, NY

Past

January 5, 2006 - December 31, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

FLUSHING, NY

Past

January 10, 2002 - February 24, 2005

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

October 8, 1999 - December 20, 2001

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

February 3, 1998 - October 7, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

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".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New York
(1/6/2010)

IAR

New York
(8/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/29/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/2/1998

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

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.

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Advisor Monitoring

Firm Stability Insights

Michael Jeff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Jeff's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION INVESTMENT SERVICES, INC.

NYLIFE SECURITIES LLC

NATHAN & LEWIS SECURITIES, INC.

AVANTAX INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/29/1997

SIE

Date: 10/1/2018

Series 6

Date: 2/2/1998

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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