Kevin L. Jefferson
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.
Kevin Lee Jefferson was a registered financial advisor .
Kevin is a previously registered financial advisor and started their career in finance in 2002. Kevin had worked at 5 firms and has passed the Series 66 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
August 12, 2008 - October 17, 2008
QUESTAR ASSET MANAGEMENT, INC.
August 12, 2008 - October 17, 2008
QUESTAR CAPITAL CORPORATION
February 21, 2005 - September 5, 2008
WALLSTREET*E FINANCIAL SERVICES, INC.
March 17, 2003 - January 28, 2005
EDWARD JONES
June 3, 2002 - January 21, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 10, 2002 - January 21, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Exams
Current Firm
QUESTAR ASSET MANAGEMENT, INC.
CRD#: 133358 / SEC#: 801-63747
Contact information
Red Flags
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