Jeffrey William Temple
Professional Summary
Jeffrey William Temple is a registered financial advisor currently at PEAKSTONE SECURITIES, LLC located in Chicago, Illinois. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2012. Jeffrey has worked at 1 firm and has passed the Series 63, Series 99TO, SIE, Series 82, Series 79 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
PEAKSTONE SECURITIES, LLC
Contact Information
Main Address
550 West Van Buren Street Suite 1460, Chicago, IL 60607Mailing Address
550 West Van Buren Street Suite 1460, Chicago, IL 60607Phone Number
(312) 346-7318Established
Illinois since 02/17/2011Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (16 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
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
(2/5/2021)
(3/7/2012)
(1/21/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82 — Limited Representative-Private Securities Offerings
Passed Jan 2012About the Series 82 examSeries 79 — Investment Banking Registered Representative Examination
Passed Apr 2011About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey William Temple's CRS (Customer Relationship Summary).
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