Broker Check
Jeffrey M. Zufall

Jeffrey M. Zufall

Investment Adviser Representative

  • Managing Partner
  • Industry Experience: 28 Years
  • Securities Licenses: Series 6 (Investment Company and Variable Contracts Products Representative), 7 (General Securities), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law)
  • Investment Advisor registration in the states of: MO, FL, ID, IL, KS
  • Securities registration in the states of: MO, CA, DE, FL, ID, IL, KS, MD
  • Insurance License: Life & Health
  • Contact Information: