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JR

Jeffry H. Read

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CRD#: 4242252
JR

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.

Jeffry Hays Read, who also goes by Jeffry Read Hays, was a registered financial professional .

Jeffry is a previously registered financial professional and started their career in finance in 2000. Jeffry had worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jeffry Read Hays

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) COMMISSION FROM INSURANCE SALES THROUGH VALMARK/EIA 2) RMD FROM FATHERS KBO IRA 3) LICENSED WITH JOHN HANCOCK AND AMERIFIRST 4) 100% OWNER OF WORK LEASE, INC.- A PEOPLE LEASING CO. 5) 100% OWNER OF READ FAMILY PROPERTIES, LLC - RESIDENTIAL RENTAL PROPERTY. 6)INVESTMENT ADVISOR REPRESENTATIVE WITH CENTERPOINT ADVANTAGE, LLC., PAID FEES ON A QUARTERLY BASIS FROM CENTERPOINT FOR CLIENT REFERRALS. 7)Partial Owner TE Lott & Company; Shareholder; NOT Investment Related; 40+ hrs per month; Compensated on time and collections.

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

November 24, 2010 - January 3, 2024

CENTERPOINT ADVANTAGE, LLC

RIA
CRD#: 116656
STARKVILLE, MS
Past

August 7, 2000 - November 30, 2022

VALMARK SECURITIES, INC.

BD
CRD#: 31243
Flowood, MS

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.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/21/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CA
CENTERPOINT ADVANTAGE, LLC
CENTERPOINT ADVANTAGE LLC | PICKETT, BRADFORD & ASSOC., P.A. | CENTERPOINT ADVANTAGE, LLC

CRD#: 116656 / SEC#:

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Contact information


Main Address
#12 River Bend Place Suite 101, Flowood, MS 39232
Mailing Address
P O Box 321452, Flowood, MS 39232-1452
Phone number
(601) 969-3456
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV
0

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


CENTERPOINT ADVANTAGE, LLC

CRD#: 116656

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