Jeffrey Paul Vickers Sr
Professional Summary
Jeffrey Paul Vickers SR, who also goes by Jeffrey Paul VIckers, was a registered financial advisor. Jeffrey was a previously registered financial professional and started their career in finance 1973 - 2018. Jeffrey had worked at 13 firms and has passed the Series 66, Series 63, SIE, PC, Series 7, Series 1, Series 24 and Series 8 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Paul Vickers
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
53 years in the financial services industry
Current & Past Employments
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Current Firm
BRIGHTON 5TH PARTNERS LLC | KFIR III, LLC | CSNR SERVICES, LLC
Contact Information
Established
Delaware since 10/15/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
PC — AMEX Put and Call Exam
Passed Sep 1986Series 1 — Registered Representative Examination
Passed May 1973Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Jun 1996Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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