JD
Jeffrey E. Dennison
HBW ADVISORY SERVICES LLC
ATHENS, AL
Some features on this profile are disabled
CRD#: 5701934
JD
Professional summary
Jeffrey Edward Dennison, who also goes by Jeff Edward Dennison, is a registered financial advisor currently at HBW ADVISORY SERVICES LLC located in Athens, Alabama.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Edward Dennison
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.
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2017 APX # OF HRS/WK: VARIES APX # OF HRS DURING TRADING HRS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT DUTIES: SELLS LIFE, DISABILITY, ANNUITIES, INDEX UNIVERSAL LIFE AND LONG TERM CARE 2) NAME OF OTHER BUSINESS: HBW PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2009 POSITION/TITLE/RELATIONSHIP: FINANCIAL SERVICES APX # OF HRS/WK: 2 APX # OF HRS DURING TRADING HRS: 2 DUTIES: FINANCIAL ADVISOR OFFERING FINANCIAL AND INSURANCE SERVICES 3) NAME OF OTHER BUSINESS: BESTHOPE4US INVESTMENT RELATED: NO ADDRESS: HARVEST, AL 35746 NATURE OF BUSINESS: CHARITY START DATE: 10/2015 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX # OF HRS/WK: 4 APX # OF HRS DURING TRADING HRS: VARIES DUTIES: EXECUTIVE DIRECTOR 4) NAME OF OTHER BUSINESS: JEFFREY DENNISON INVESTMENT RELATED: NO ADDRESS: HARVEST, AL 35749 NATURE OF BUSINESS: BUYING AND SELLING WEBSITE DOMAIN NAMES START DATE: 09/2016 POSITION/TITLE/RELATIONSHIP: OWNER APX # OF HRS/WK: 1 APX # OF HRS DURING TRADING HRS: 1 DUTIES: SELL WESITE DOMAIN NAMES 5) NAME OF OTHER BUSINESS: SINGLE ADULT NETWORKING ENTERPRISE (S.A.N.E.) INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: SOCIAL NETWORKING ; START DATE: 05/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / ORGANIZER / EVENT PLANNER ; APX # OF HRS/WK: 2 ; APX # OF HRS DURING TRADING HRS: 0; DUTIES: HOSTING ACTIVITIES FOR SINGLE ADULTS AND OTHER NETWORKS ; 6) NAME OF OTHER BUSINESS: MULLINS, LLC ; INVESTMENT RELATED: NO ; ADDRESS: 2101 W. CLINTON AVE , SUITE 503 HUNTSVILLE, AL 35805 NATURE OF BUSINESS: CIVIL ENGINEERING ; START DATE: 06/2020 POSITION/TITLE/RELATIONSHIP: CIVIL ENGINEER ; APX # OF HRS/WK: 40 ; APX # OF HRS DURING TRADING HRS: 24 ; DUTIES: DESIGN AND DRAFTING TO CIVIL ENGINEERING PROJECTS ; 7) NAME OF OTHER BUSINESS: DEVELOPMINT INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LAND DEVELOPMENT AND BUILDING; START DATE: 2/2023; TITLE: OWNER; APX # OF HRS/WK: 5; APX # OF HRS DURING TRADING HRS: 5; DUTIES: EVALUATE LAND FOR DEVELOPMENT, DESIGN AND SELECT PROFESSIONALS AND CONTRACTORS; 8) NAME OF OTHER BUSINESS: DOORDASH, INVESTMENT RELATED: NO, ADDRESS: 13831 SUMMERFIELD DRIVE, ATHENS, AL 35613, NATURE OF BUSINESS: DELIVERY SERVICE, START DATE: 04/2025, POSITION/TITLE/RELATIONSHIP: DRIVER, APX NUMBER OF HOURS PER WEEK: 12, APX NUMBER OF HOURS DURING TRADING HOURS: 2, BRIEF DESCRIPTION OF DUTIES: DELIVERY OF FOOD AND OTHER ITEMS.;
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Edward Dennison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 16, 2011 - Present
HBW ADVISORY SERVICES LLC
RIA
CRD#: 143665
ATHENS, AL
Past
June 26, 2017 - September 3, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
Athens, AL
Past
August 11, 2009 - June 27, 2017
HBW SECURITIES LLC
BD
CRD#: 136959
MADISON, AL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC
CRD#: 143665 / SEC#: 801-77333
RIA
Registered Investment Advisory firm - (11/7/2012 Approved)Alabama
Registered Investment Advisory firm - (12/13/2012 Terminated)Arizona
Registered Investment Advisory firm - (12/13/2012 Terminated)California
Registered Investment Advisory firm - (1/12/2013 Terminated)Colorado
Registered Investment Advisory firm - (12/13/2012 Terminated)Connecticut
Registered Investment Advisory firm - (1/15/2013 Terminated)Florida
Registered Investment Advisory firm - (12/13/2012 Terminated)Georgia
Registered Investment Advisory firm - (12/13/2012 Terminated)Illinois
Registered Investment Advisory firm - (11/7/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/13/2012 Terminated)Iowa
Registered Investment Advisory firm - (12/13/2012 Terminated)Kansas
Registered Investment Advisory firm - (12/13/2012 Terminated)Kentucky
Registered Investment Advisory firm - (12/13/2012 Terminated)Missouri
Registered Investment Advisory firm - (12/13/2012 Terminated)Nevada
Registered Investment Advisory firm - (1/13/2013 Terminated)New Jersey
Registered Investment Advisory firm - (12/18/2012 Terminated)New Mexico
Registered Investment Advisory firm - (12/13/2012 Terminated)New York
Registered Investment Advisory firm - (12/13/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/13/2012 Terminated)Ohio
Registered Investment Advisory firm - (12/13/2012 Terminated)Oklahoma
Registered Investment Advisory firm - (12/13/2012 Terminated)Oregon
Registered Investment Advisory firm - (12/19/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/21/2012 Terminated)Texas
Registered Investment Advisory firm - (12/13/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/13/2012 Terminated)Washington
Registered Investment Advisory firm - (12/13/2012 Terminated)Wisconsin
Registered Investment Advisory firm - (12/13/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(8/16/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HA
HBW ADVISORY SERVICES LLC
HBW ADVISORY SERVICES LLC
CRD#: 143665 / SEC#: 801-77333
RIA
Registered Investment Advisory firm - (11/7/2012 Approved)Alabama
Registered Investment Advisory firm - (12/13/2012 Terminated)Arizona
Registered Investment Advisory firm - (12/13/2012 Terminated)California
Registered Investment Advisory firm - (1/12/2013 Terminated)Colorado
Registered Investment Advisory firm - (12/13/2012 Terminated)Connecticut
Registered Investment Advisory firm - (1/15/2013 Terminated)Florida
Registered Investment Advisory firm - (12/13/2012 Terminated)Georgia
Registered Investment Advisory firm - (12/13/2012 Terminated)Illinois
Registered Investment Advisory firm - (11/7/2012 Terminated)Indiana
Registered Investment Advisory firm - (12/13/2012 Terminated)Iowa
Registered Investment Advisory firm - (12/13/2012 Terminated)Kansas
Registered Investment Advisory firm - (12/13/2012 Terminated)Kentucky
Registered Investment Advisory firm - (12/13/2012 Terminated)Missouri
Registered Investment Advisory firm - (12/13/2012 Terminated)Nevada
Registered Investment Advisory firm - (1/13/2013 Terminated)New Jersey
Registered Investment Advisory firm - (12/18/2012 Terminated)New Mexico
Registered Investment Advisory firm - (12/13/2012 Terminated)New York
Registered Investment Advisory firm - (12/13/2012 Terminated)North Carolina
Registered Investment Advisory firm - (12/13/2012 Terminated)Ohio
Registered Investment Advisory firm - (12/13/2012 Terminated)Oklahoma
Registered Investment Advisory firm - (12/13/2012 Terminated)Oregon
Registered Investment Advisory firm - (12/19/2012 Terminated)Tennessee
Registered Investment Advisory firm - (12/21/2012 Terminated)Texas
Registered Investment Advisory firm - (12/13/2012 Terminated)Virginia
Registered Investment Advisory firm - (12/13/2012 Terminated)Washington
Registered Investment Advisory firm - (12/13/2012 Terminated)Wisconsin
Registered Investment Advisory firm - (12/13/2012 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2655 1st Street Suite 250, Simi Valley, CA 93065
Mailing Address
P.o. Box 2049, Simi Valley, CA 93062
Phone number
(800) 473-3856
Established
Firm type
Fiscal year end
# of Employees
72
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,679 |
| AUM (Assets Under Management) | $ 1,747,369,322 |
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.
