Jeffrey A. Everson
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 Allen Everson, who also goes by Jeff Everson, Jeffrey Everson, was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 1999. Jeffrey had worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 15, 2023 - December 31, 2024
EVERSON WEALTH MANAGEMENT LLC
June 5, 2019 - April 27, 2021
AE WEALTH MANAGEMENT, LLC
June 22, 2016 - June 27, 2018
MODERN CAPITAL ADVISORS, LLC
June 17, 2016 - June 27, 2018
LIBERTY PARTNERS FINANCIAL SERVICES, LLC
July 23, 2013 - July 15, 2014
ALLSTATE FINANCIAL SERVICES, LLC
February 24, 2012 - March 2, 2012
NATIONWIDE SECURITIES, LLC
June 1, 2010 - February 28, 2011
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
August 31, 2009 - January 21, 2010
PRINCIPAL SECURITIES, INC.
May 21, 2009 - July 29, 2009
NYLIFE SECURITIES LLC
July 7, 2008 - March 9, 2009
MML INVESTORS SERVICES, LLC
June 22, 2007 - May 19, 2008
EQUITABLE ADVISORS, LLC
August 25, 2006 - June 22, 2007
ALLSTATE FINANCIAL SERVICES, LLC
November 1, 2004 - August 22, 2006
NEW ENGLAND SECURITIES
May 6, 2003 - October 13, 2004
AMERITAS INVESTMENT COMPANY, LLC
October 4, 2000 - February 5, 2003
THE O.N. EQUITY SALES COMPANY
May 25, 1999 - October 3, 2000
PARK AVENUE SECURITIES LLC
State Registrations and Notice Filings
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Exams
Current Firm
EVERSON WEALTH MANAGEMENT LLC
CRD#: 323654 / SEC#:
Contact information
Red Flags
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