Jeffrey S. Mchale
Professional summary
Jeffrey Stephen Mchale, who also goes by Jeff Mchale, is a registered financial advisor currently at WEALTH EFFECTS located in Pembroke, Massachusetts.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Stephen Mchale's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 11, 2024 - Present
WEALTH EFFECTS
February 27, 2015 - October 20, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
February 27, 2015 - October 20, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
February 7, 2008 - March 6, 2015
COBURN & MEREDITH, INC.
November 23, 2004 - March 6, 2015
COBURN & MEREDITH, INC.
February 20, 2001 - November 22, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 23, 1998 - November 22, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
WEALTH EFFECTS
CRD#: 315244 / SEC#: 801-121699
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/11/2024)
Exams
Current Firm
WEALTH EFFECTS
CRD#: 315244 / SEC#: 801-121699
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 969 |
| AUM (Assets Under Management) | $ 405,838,000 |
Red Flags
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