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JL

Jeffrey R. Little

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CRD#: 4926053
JL

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 Robert Little was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 2005. Jeffrey had worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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)


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

December 15, 2011 - December 31, 2021

GOOD AND FAITHFUL WEALTH MANAGEMENT

RIA
CRD#: 159437
Camarillo, CA
Past

February 27, 2009 - January 3, 2012

BROKERSXPRESS LLC

RIA
CRD#: 127081
MARINA DEL REY, CA
Past

February 27, 2009 - January 3, 2012

BROKERSXPRESS LLC

BD
CRD#: 127081
MARINA DEL REY, CA
Past

April 2, 2007 - March 2, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
SAN LUIS OBISPO, CA
Past

April 2, 2007 - March 2, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
SAN LUIS OBISPO, CA
Past

January 27, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
SAN LUIS OBISPO, CA
Past

January 12, 2006 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
SAN LUIS OBISPO, CA
Past

March 23, 2005 - September 16, 2005

BLAKESLEE AND BLAKESLEE INC.

BD
CRD#: 8149
SAN LUIS OBISPO, CA

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: 1/24/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 31
Date: 2/9/2006
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


GA
GOOD AND FAITHFUL WEALTH MANAGEMENT
GOOD AND FAITHFUL WEALTH MANAGEMENT | LITTLE, JEFFREY ROBERT | LATIGO ASSET MANAGEMENT | JEFFREY ROBERT LITTLE | JEFFREY LITTLE DBA GOOD AND FAITHFUL WEALTH MANAGEMENT

CRD#: 159437 / SEC#:

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Contact information


Main Address
5999 Ridge View St Ste B, Camarillo, CA 93012
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


GOOD AND FAITHFUL WEALTH MANAGEMENT

CRD#: 159437

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