# JEFFREY S BALLEK

JEFFREY S BALLEK is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with NWF ADVISORY SERVICES INC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [NWF ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/110410) | 2025-05-21 | present | Yes |
| [THE AMERIFLEX GROUP, INC.](https://search.stillhousedata.com/firm/305585) | 2024-01-26 | 2025-07-03 | — |
| [CROWN CAPITAL SECURITIES, L.P.](https://search.stillhousedata.com/firm/6312) | 2020-07-14 | 2024-01-24 | — |
| [BMO HARRIS FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/137115) | 2018-07-25 | 2019-11-04 | — |
| [CROWN CAPITAL SECURITIES, L.P.](https://search.stillhousedata.com/firm/6312) | 2017-05-25 | 2018-07-24 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2010-04-09 | 2017-05-26 | — |
| [CROWN CAPITAL SECURITIES, L.P.](https://search.stillhousedata.com/firm/6312) | 2007-07-13 | 2010-02-05 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2006-04-26 | 2007-05-11 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2005-04-04 | 2006-05-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2361063)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2361063.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
