Jeffrey Loperfido

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CRD#: 4049895

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 Loperfido, who also goes by Jeff Loperfido, Jeffrey James Loperfido, Jeffrey Loperfido, was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2000. Jeffrey had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeff Loperfido | Jeffrey James Loperfido | Jeffrey Loperfido

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 10, 2021 - June 30, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Tamarac, FL

Past

June 3, 2021 - June 30, 2025

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

TAMARAC, FL

Past

October 26, 2020 - May 3, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

West Palm Beach, FL

Past

October 21, 2020 - May 3, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

West Palm Beach, FL

Past

July 16, 2020 - October 6, 2020

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Boynton Beach, FL

Past

June 2, 2016 - April 9, 2020

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

BOYNTON BEACH, FL

Past

May 25, 2016 - April 9, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

BOYNTON BEACH, FL

Past

October 4, 2010 - April 18, 2016

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

ALEXANDRIA, VA

Past

August 20, 2010 - April 18, 2016

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

ALEXANDRIA, VA

Past

December 10, 2009 - August 23, 2010

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

WASHINGTON, DC

Past

March 24, 2008 - January 13, 2009

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

COLUMBUS, OH

Past

October 19, 2007 - March 10, 2008

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

February 17, 2004 - October 15, 2007

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, NJ

Past

February 3, 2000 - May 30, 2003

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

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".

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/30/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/2/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/12/2002

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA

Registered Investment Advisory firm - (11/21/2007 Approved)

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Contact information

Main Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Mailing Address

151 N 8th Street, Suite 450, Lincoln, NE 68508

Phone number

(877) 232-2142

Established

Firm type

Fiscal year end

# of Employees

337

SEC notice filing (49 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 82,015,793

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

Jeffrey Loperfido

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

BROOKSTONE CAPITAL MANAGEMENT LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

CUSO FINANCIAL SERVICES, L.P.

NATIONWIDE INVESTMENT SERVICES CORPORATION

GUARDIAN INVESTOR SERVICES LLC

COREBRIDGE CAPITAL SERVICES, INC.

EQUITABLE DISTRIBUTORS, LLC

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2010

Series 63

Date: 3/8/2000

SIE

Date: 10/1/2018

Series 7

Date: 9/2/2010

Series 6

Date: 2/2/2000

Series 26

Date: 3/12/2002

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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