Cameron D. Jeffreys

GLOBAL ATLANTIC INVESTMENT ADVISORS

Indianapolis, IN 46204

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CRD#: 6183204

Professional summary

Cameron David Jeffreys is a registered financial advisor currently at GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC located in Indianapolis, Indiana and GLOBAL ATLANTIC DISTRIBUTORS, LLC located in Indianapolis, Indiana.

Cameron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Cameron has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

President of GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron David Jeffreys'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®

None

Experience

Current

June 12, 2013 - Present

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Office #1: 10 West Market Street Suite 2300, Indianapolis, IN 46204

RIA

CRD#: 167429

Indianapolis, IN

Current

August 27, 2014 - Present

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Office #1: 10 West Market Street Suite 2300, Indianapolis, IN 46204

CRD#: 8326

Indianapolis, IN

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".

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

FORETHOUGHT FINANCIAL ADVISORS, LLC | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | FORETHOUGHT INVESTMENT ADVISORS, LLC

CRD#: 167429 / SEC#: 801-78132

RIA

Registered Investment Advisory firm - (6/12/2013 Approved)

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.

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

IAR

Indiana
(6/12/2013)

Indiana
(10/3/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/3/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/27/2014

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

FORETHOUGHT FINANCIAL ADVISORS, LLC | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC | FORETHOUGHT INVESTMENT ADVISORS, LLC

CRD#: 167429 / SEC#: 801-78132

RIA

Registered Investment Advisory firm - (6/12/2013 Approved)

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Contact information

Main Address

10 West Market Street Suite 2300, Indianapolis, IN 46204

Mailing Address

Phone number

(317) 223-2708

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 2,813,558,831

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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Cameron D. Jeffreys

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cameron David Jeffreys's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

Primary Firm SEC Registration

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/3/2014

SIE

Date: 10/1/2018

Series 6

Date: 8/27/2014

FINRA

Current Firm

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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