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JP

Jeffrey Proeh

1031 SECURITIES
FRANKLIN, MI
Some features on this profile are disabled
CRD#: 6488833
JP

Professional summary

Jeffrey Proeh, who also goes by Jeffrey Alan Proeh, is a registered financial professional currently at 1031 SECURITIES INC. located in Franklin, Michigan.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2015. Jeffrey has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey Alan Proeh

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 Proeh'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

June 24, 2024 - Present

1031 SECURITIES INC.

BD
CRD#: 326590
FRANKLIN, MI
Past

January 4, 2021 - June 27, 2024

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
Hollywood, FL
Past

January 4, 2021 - June 27, 2024

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Setauket, NY
Past

September 29, 2020 - December 4, 2020

QUINCY WELLS ADVISORS, LLC

RIA
CRD#: 307477
CHICAGO, IL
Past

September 24, 2020 - December 4, 2020

GREAT POINT CAPITAL LLC

BD
CRD#: 114203
CHICAGO, IL
Past

February 28, 2019 - June 5, 2019

SPECIALIZED ADVISORS

RIA
CRD#: 299308
Highland Park, IL
Past

May 15, 2018 - February 22, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 141195
Highland Park, IL
Past

September 4, 2015 - April 25, 2016

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
Deerfield, IL
Past

July 10, 2015 - April 25, 2016

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
Deerfield, IL

State Registrations and Notice Filings

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

RR
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

RR
Arizona
(7/15/2024)
RR
Florida
(6/24/2024)
RR
Illinois
(6/24/2024)
RR
Indiana
(8/19/2025)
RR
Massachusetts
(6/10/2025)
RR
Michigan
(11/5/2024)
RR
Minnesota
(4/10/2025)
RR
Ohio
(8/1/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/19/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/26/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

1S
1031 SECURITIES INC.
1031 SECURITIES INC. | 1031 SECURITIES, LLC

CRD#: 326590 / SEC#: , 8-71095

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
25300 West 13 Mile Rd, Franklin, MI 48025
Mailing Address
25300 West 13 Mile Rd, Franklin, MI 48025
Phone number
(248) 761-6027
Established
Michigan since 03/27/2023
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WALSH, WILLIAM FRANCISCEO/CCO2276055
1031 SECURITIES INC. - QES PEP MEMBERSHAREHOLDER
RYAN, KIMBERLY ANNFINOP/POO/PFO4316310

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.

Company Information

1031 SECURITIES INC.

CRD#: 326590Franklin, MI

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