Jeffrey M. Royal

PARTNERS FINANCE

Madison, CT 06443

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CRD#: 5844781

Professional summary

Jeffrey M Royal, who also goes by Jeffrey Matthew Royal, is a registered financial professional currently at PARTNERS FINANCE located in Madison, Connecticut.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2010. Jeffrey has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeffrey Matthew Royal

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) - BD

Click below to view Jeffrey M Royal's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 14, 2025 - Present

PARTNERS FINANCE

Office #1: 147 Durham Road Unit 12a, Office 5, Madison, CT 06443

CRD#: 315067

Madison, CT

Past

October 9, 2019 - February 11, 2025

IM GLOBAL US DISTRIBUTORS LLC

CRD#: 299892

Consohocken, PA

Past

September 22, 2018 - September 10, 2019

VIGILANT DISTRIBUTORS, LLC

CRD#: 285573

Conshohocken, PA

Past

December 8, 2014 - September 5, 2018

RESOURCE SECURITIES LLC

CRD#: 133022

PHILADELPHIA, PA

Past

January 24, 2014 - December 2, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEWARK, DE

Past

October 13, 2010 - October 10, 2013

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(3/14/2025)

Connecticut
(5/14/2025)

Georgia
(3/14/2025)

Kansas
(3/14/2025)

Louisiana
(3/14/2025)

Maryland
(3/14/2025)

Massachusetts
(5/30/2025)

Michigan
(3/14/2025)

New Jersey
(10/24/2025)

New York
(3/14/2025)

North Carolina
(10/24/2025)

Pennsylvania
(10/29/2025)

South Carolina
(10/24/2025)

Tennessee
(5/9/2025)

Texas
(3/14/2025)

Utah
(3/14/2025)

Exams

State Security Law Exam

Series 63

Date: 4/13/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/24/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/12/2010

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/19/2020

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PARTNERS FINANCE

PARTNERS FINANCE | PCR FINANCE GROUP, LLC | PARTNERS FINANCE GROUP

CRD#: 315067 / SEC#: , 8-70762

Broker-Dealer Firm Regulated by FINRA (Dallas district office)

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Contact information

Main Address

5847 San Felipe St Suite 1400, Houston, TX 77057

Mailing Address

5847 San Felipe St Suite 1400, Houston, TX 77057

Phone number

(713) 985-4620

Established

Texas since 05/25/2021

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (16 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
PCR REAL ESTATE HOLDING COMPANY, LLC	MEMBER
CHILES, BRETT MOFFATT	CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR	4128909
FAXON, REYHEENA MARIA	FINOP	4219599
SILBERMAN, JONATHAN ALAN	ELECTED MANAGER, EXECUTIVE REP.	1457569

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.

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Firm Stability Insights

Jeffrey M. Royal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey M Royal's CRS (Customer Relationship Summary).

Certified licenses

Experience

IM GLOBAL US DISTRIBUTORS LLC

VIGILANT DISTRIBUTORS, LLC

RESOURCE SECURITIES LLC

J.P. MORGAN SECURITIES LLC

HORNOR, TOWNSEND & KENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/13/2011

SIE

Date: 10/1/2018

Series 7

Date: 1/24/2014

Series 6

Date: 10/12/2010

Series 24

Date: 8/19/2020

FINRA

Current Firm

PARTNERS FINANCE

Contact information

FINRA licenses (16 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

PARTNERS FINANCE

TRUST BUT VERIFY

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