JEFFERY PAUL WALLEM is an investment adviser representative (IAR) with state registration records since 1997, appearing at 3 firms. Currently registered with LUCAS GROUP FINANCIAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LUCAS GROUP FINANCIAL ADVISORS, LLC | 2024-01-12 | present | Yes |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2016-04-21 | 2024-01-12 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 1997-10-01 | 2016-05-11 | — |