Jeffrey S. Weglarz
Professional summary
Jeffrey Steven Weglarz, who also goes by Jeff Weglarz, is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jeffrey has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 53, Series 4 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Steven Weglarz's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2018 - Present
GOLDSTONE FINANCIAL GROUP, LLC
Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181January 11, 2011 - May 2, 2018
WORLD EQUITY GROUP, INC.
June 17, 2008 - May 2, 2018
WORLD EQUITY GROUP, INC.
March 5, 2007 - May 20, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 9, 2006 - November 21, 2006
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/14/2018)
Exams
Current Firm
GOLDSTONE FINANCIAL GROUP, LLC
CRD#: 222520 / SEC#: 801-99350
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,083 |
| AUM (Assets Under Management) | $ 917,456,867 |
Red Flags
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