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JW

Jeffrey M. Wexler

WEXLER ENTERPRISES
BROOKFIELD, MA
Some features on this profile are disabled
CRD#: 7055123
JW
Jeffrey Mark WexlerWEXLER ENTERPRISES

Professional summary

Jeffrey Mark Wexler is a registered financial advisor currently at WEXLER ENTERPRISES located in Brookfield, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeffrey has worked at 2 firms and has passed the Series 63, Series 66, Series 57TO, Series 82TO, Series 79TO, Series 7TO, SIE, Series 4, Series 27 and Series 24 exams.

At a Glance

Always Fiduciary

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.
IN THE PAST: TRANSLATION OF DOCUMENTS INTO AND OUT OF THE ENGLISH LANGUGE UNDER WEXLER ENTERPRISES, LLC'S DOING BUSINESS AS NAMES: 1) ASSURED LANGUAGE SOLUTIONS; AND 2) WEXLER SOLUTIONS. BOTH ASSURED LANGUAGE SOLUTIONS AND WEXLER SOLUTIONS CEASED OPERATIONS ON NOVEMBER 2022. I AM LEAVING THEM HERE JUST IN CASE SOMETHING COMES UP IN THE FUTURE OF EITHER BUSINESSES THOUGH I AM NOT ACTIVELY LOOKING TO DO BUSINESS UNDER THOSE NAMES IN THE FUTURE. THAT SAID, THE COMPANIES (ASSURED LANGUAGE SOLUTIONS AND/OR WEXLER SOLUTIONS) MIGHT PROVIDE SUCH SERVICES AGAIN IN THE FUTURE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Mark Wexler'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

July 28, 2022 - Present

WEXLER ENTERPRISES

RIA
CRD#: 310728
BROOKFIELD, MA
Past

April 17, 2019 - September 2, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
LEXINGTON, MA
Past

March 13, 2019 - September 2, 2020

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
LEXINGTON, MA

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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(7/28/2022)

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 11/15/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 4/16/2019
Uniform Combined State Law Examination
General Industry/Product Exam
PR
Series 57TO
Status Unavailable
Passed: 9/7/2025
Securities Trader Exam
General Industry/Product Exam
PR
Series 82TO
Status Unavailable
Passed: 4/6/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
PR
Series 79TO
Status Unavailable
Passed: 3/8/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
PR
Series 7TO
Status Unavailable
Passed: 11/11/2022
General Securities Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 3/13/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
PR
Series 4
Status Unavailable
Passed: 5/22/2025
Registered Options Principal Examination
Principal/Supervisory Exam
PR
Series 27
Status Unavailable
Passed: 7/2/2023
Financial and Operations Principal Examination
Principal/Supervisory Exam
PR
Series 24
Status Unavailable
Passed: 5/8/2023
General Securities Principal Examination

Current Firm

WE
WEXLER ENTERPRISES
ASSURED LANGUAGE SOLUTIONS | WEXLERC | WEXLER SOLUTIONS | WEXLER SERVICES | WEXLER SECURITIES | WEXLER INDUSTRIES | WEXLER GROUP | WEXLER FINANCIALS | WEXLER FINANCIAL SOLUTIONS | WEXLER FINANCIAL SERVICES | WEXLER FINANCIAL GROUP | WEXLER FINANCIAL ADVISORS | WEXLER FINANCIAL | WEXLER ENTERPRISES, LLC | WEXLER ENTERPRISES | WEXLER CONSULTING | WEXLER CAPITAL GROUP | WEXLER ASSOCIATES | ONE ACTION | JEFF WEXLER

CRD#: 310728 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/28/2022 Approved)
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Contact information

Main Address
Brookfield, MA
Mailing Address
Phone number
(508) 399-1461
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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Company Information

WEXLER ENTERPRISES

CRD#: 310728Brookfield, MA

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