Jeffrey A. Bayless
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 Alan Bayless was a registered financial professional .
Jeffrey is a previously registered financial professional and started their career in finance in 2002. Jeffrey had worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 13, 2014 - April 22, 2015
USAA FINANCIAL PLANNING SERVICES
July 1, 2013 - April 22, 2015
USAA FINANCIAL ADVISORS, INC.
March 8, 2002 - June 26, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 8, 2002 - June 26, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
USAA FINANCIAL PLANNING SERVICES
CRD#: 106352 / SEC#: 801-53347
Contact information
Red Flags
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