Jeffrey S. Sears
Professional summary
Jeffrey Stephenson Sears, CFP®, who also goes by Jeff Sears, is a registered financial advisor currently at FONDREN OAKS CAPITAL MANAGEMENT located in Dallas, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jeffrey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Stephenson Sears's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
January 19, 2018 - Present
FONDREN OAKS CAPITAL MANAGEMENT
Office #1: 3100 Monticello Ste. 830, Dallas, TX 75205June 30, 2016 - November 9, 2018
OAKVIEW CAPITAL MANAGEMENT, L.P.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/19/2018)
Current Firm
FONDREN OAKS CAPITAL MANAGEMENT
CRD#: 290726 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 58 |
| AUM (Assets Under Management) | $ 18,554,661 |
Red Flags
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Company Information
FONDREN OAKS CAPITAL MANAGEMENT
CRD#: 290726Dallas, TX 75205TRUST BUT VERIFY
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