JEFFREY KATZ is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2023-05-03 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2015-02-20 | 2023-05-12 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2015-03-03 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-02-04 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 1997-07-08 | 2005-02-09 | — |