JP
Jeffrey Proeh
1031 SECURITIES
FRANKLIN, MI
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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.
1) Allied Tree Care, Non Investment Related, Highland Park, IL, Start date: 03/2016, 50% Owner, 1-5 hours/month during trading hours. 2) Coldwell Banker Realty, Investment related, Highland Park, IL, Start date: February 2017, Real estate broker: residential real estate sales. 1-5 hours/month during trading hours. 3) Concorde Asset Management, Investment related, Livonia, MI, Registered Investment Advisory firm, Position: Investment Advisor Representative. Start date: January 2020. 1-5 hours/month during trading hours. 4) Fortitude Investment Group, LLC. Investment related. Hollywood Fl, DBA for securities related activities. Start date: December 2020. Full time during trading hours. 5) Concorde Insurance Agency, Inc. Investment related. Livonia, MI. I hold my life and health insurance license in Illinois. 6) Kennected, marketing company, sales, non investment related. 2-5 hours a month. 429 N Pennsylvania Ave Suite 204 Indianapolis, IN 46204. 7) I am also admitted to the Illinois Bar and hold my license to practice law in Illinois. 8) Summitt Electronics. Non-investment related. Start date: December 2021. Boca Raton, FL. Selling electronic components and parts. Connecting with suppliers and manufacturers of electronic parts who are in need of supply and having a hard time finding. 11-20 hours/month during trading hours. 9) North Shore Estate Planning LLC. Non-investment related. Start date: August 2022.Highland Park Il. Basic intake information, delivery of documents. 1-5 hours/month during trading hours. 10) 729 Colwyn, LLC, Investment related. Start date: August 2022. Deerfield, IL. Manager. Buy, renovate and sell a single family home in Deerfield, IL. Oversee rehab, pick out tile and paint colors, help sell when done.
CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Proeh'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
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
California(11/15/2024)
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
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/24/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
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 (27 States and Territories)
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.
