Jeffrey Mark Wexler
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
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
Contact Information
Main Address
Brookfield, MAPhone Number
(508) 399-1461# of Employees
1Documents
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(7/28/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Apr 2024About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Mar 2024About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Mark Wexler's CRS (Customer Relationship Summary).
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