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JF

Jeffrey A. Flessner

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CRD#: 819731
JF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Alan Flessner was a registered financial professional .

Jeffrey is a previously registered financial professional and started their career in finance in 1976. Jeffrey had worked at 9 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 2, 2013 - December 31, 2015

J.A. FLESSNER, LLC

RIA
CRD#: 165134
NORMAL, IL
Past

August 1, 2005 - May 17, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
BLOOMINGTON, IL
Past

July 28, 2005 - May 17, 2010

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BLOOMINGTON, IL
Past

April 23, 2001 - August 5, 2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

May 3, 1999 - August 5, 2005

OSAIC FA, INC.

RIA
CRD#: 3978
BLOOMINGTON, IL
Past

June 21, 1989 - January 10, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

June 21, 1989 - January 10, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

October 26, 1984 - December 19, 1986

INVESTORS BROKERAGE SERVICES, INC.

BD
CRD#: 4257
Past

December 28, 1981 - January 3, 1989

LINCOLN NATIONAL PENSION INSURANCE COMPANY

BD
CRD#: 10293
Past

March 22, 1976 - August 5, 2005

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/25/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 3/15/1976
Registered Representative Examination

Current Firm


JF
J.A. FLESSNER, LLC
J.A. FLESSNER, LLC

CRD#: 165134 / SEC#:

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Contact information


Main Address
Normal, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


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Company Information


J.A. FLESSNER, LLC

CRD#: 165134

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