JEFFREY WINSTON is an investment adviser representative (IAR) with state registration records since 1999, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-09-23 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-11-09 | 2020-07-09 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-11-14 | 2005-01-10 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2003-07-01 | 2003-11-04 | — |
| PRUDENTIAL EQUITY GROUP, LLC | 1999-08-20 | 2003-07-01 | — |