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JS

Jeffery A. Skinner

SKINNER FINANCIAL SERVICES
SIOUX FALLS, SD 57104
Some features on this profile are disabled
CRD#: 4138951
JS

Professional summary

Jeffery Alan Skinner, CFP® is a registered financial advisor currently at SKINNER FINANCIAL SERVICES located in Sioux Falls, South Dakota.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jeffery has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Jeffery Alan Skinner's 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®
CFP®

Certified Financial Planner

Experience

Current

May 30, 2024 - Present

SKINNER FINANCIAL SERVICES

Office #1: 224 N Phillips Ave, Suite 213, Sioux Falls, SD 57104
RIA
CRD#: 330985
SIOUX FALLS, SD
Past

April 17, 2002 - December 31, 2022

SPC

RIA
CRD#: 110692
SIOUX FALLS, SD
Past

April 8, 2002 - December 31, 2022

PARKLAND SECURITIES, LLC

BD
CRD#: 115368
SIOUX FALLS, SD
Past

March 1, 2000 - November 30, 2001

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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.

Highlighted states indicate IAR registrations

IAR
South Dakota
(5/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/3/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2001
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/29/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
SKINNER FINANCIAL SERVICES
DAKOTA REGION ADVISORS, LLC | SKINNER FINANCIAL SERVICES

CRD#: 330985 / SEC#:

South Dakota
Registered Investment Advisory firm - (4/9/2024 Approved)
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Contact information

Main Address
224 N Phillips Ave, Suite 213, Sioux Falls, SD 57104
Mailing Address
Phone number
(605) 331-4567
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts47
AUM (Assets Under Management)$ 4,902,859

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.

Company Information

SKINNER FINANCIAL SERVICES

CRD#: 330985Sioux Falls, SD 57104

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