JE
Jeffery A. Eynetich
PLAN GROUP FINANCIAL
OKLAHOMA CITY, OK 73114
Some features on this profile are disabled
CRD#: 6570095
JE
Professional summary
Jeffery Allen Eynetich is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Oklahoma City, Oklahoma and PRIVATE CLIENT SERVICES, LLC located in Grand Island, Nebraska.
Jeffery is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jeffery has worked at 4 firms and has passed the Series 65, 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.
1) Crump Life Insurance Services. 4135 North Front Stret, Harrisburg, PA 17110. Life Insurance Broker. Agent, sell fixed life insurance products though Crump. 50 hrs/mo; 50 during trading hrs. 2) Grand Island Northwest Football Coach. 2710 North Road, Grand Island, NE 68803. High School in Grand Island, Nebraska. Defensive Coordinator. 400 hrs/mo; 100 during trading hrs. 3) Plan Group Financial. 6 NE 63rd Suite #240, Oklahoma City, OK, 73105. RIA. 300 hrs/mo; 200 during trading hrs. 4) Preferred Marketing Associates. 3530 N 163rd Plaza, Omaha, NE 68116. Insurance Broker. Agent. Sell health insurance though them. 50 hrs/mo; 50 during trading hrs. 5) Washington National Insurance. 11825 N Pennsylvania Street, Carmel, IN 46032. Supplemental Health Insurance Company. Receive renewal commissions from Washington National. 6) Private Client Services. 6 NE 63rd Suite #240, Oklahoma City, OK, 73105. Agent. 20hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Jeffery Allen Eynetich'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
January 13, 2023 - Present
PLAN GROUP FINANCIAL, INC.
Office #1: 101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114RIA
CRD#: 116508
OKLAHOMA CITY, OK
Current
November 3, 2023 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 214 North Locust St Ste 7, Grand Island, NE 68801RIA
BD
CRD#: 120222
Grand Island, NE
Past
October 20, 2020 - December 31, 2022
PLAN GROUP FINANCIAL, INC.
RIA
CRD#: 116508
Grand Island, NE
Past
October 2, 2020 - November 16, 2023
SAXONY SECURITIES, INC.
BD
CRD#: 115547
Grand Island, NE
Past
March 11, 2019 - October 8, 2020
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Grand Island, NE
Past
November 23, 2015 - October 8, 2020
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Grand Island, NE
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".
PG
PLAN GROUP FINANCIAL, INC.
BURNETT ADVISORS | PRZYBYSZ WEALTH MANAGEMENT | PLAN GROUP FINANCIAL, INC. | ONSTOTT & ASSOCIATES, INC. | OC&H CAPITAL MANAGEMENT | IRONHORSE WEALTH MANAGEMENT | FIT WEALTH ADVISORS
CRD#: 116508 / SEC#: 801-118599
RIA
Registered Investment Advisory firm - (4/30/2020 Approved)Oklahoma
Registered Investment Advisory firm - (6/10/2020 Terminated)Texas
Registered Investment Advisory firm - (6/10/2020 Terminated)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.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
IAR
Nebraska(1/25/2023)
RR
Nebraska(11/3/2023)
IAR
Oklahoma(1/26/2023)
IAR
Texas(1/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PG
PLAN GROUP FINANCIAL, INC.
BURNETT ADVISORS | PRZYBYSZ WEALTH MANAGEMENT | PLAN GROUP FINANCIAL, INC. | ONSTOTT & ASSOCIATES, INC. | OC&H CAPITAL MANAGEMENT | IRONHORSE WEALTH MANAGEMENT | FIT WEALTH ADVISORS
CRD#: 116508 / SEC#: 801-118599
RIA
Registered Investment Advisory firm - (4/30/2020 Approved)Oklahoma
Registered Investment Advisory firm - (6/10/2020 Terminated)Texas
Registered Investment Advisory firm - (6/10/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 N.e. 82nd Street Suite 200, Oklahoma City, OK 73114
Mailing Address
Phone number
(405) 848-1099
Established
Firm type
Fiscal year end
# of Employees
27
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,693 |
| AUM (Assets Under Management) | $ 541,410,125 |
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.
