JEFFREY BRANT KAUFFMAN is an investment adviser representative (IAR) with state registration records since 1999, appearing at 7 firms. Currently registered with SUMMIT FAMILY OFFICE SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT FAMILY OFFICE SERVICES, LLC | 2024-12-19 | present | Yes |
| SNIDER RETIREMENT STRATEGIES, INC. | 2023-03-07 | 2024-12-23 | — |
| SUMMIT FAMILY OFFICE SERVICES, LLC | 2017-01-06 | 2023-02-16 | — |
| CRESCITA CAPITAL LLC | 2015-08-13 | 2016-12-27 | — |
| CONOVER CAPITAL MANAGEMENT | 2011-02-11 | 2015-04-15 | — |
| CONOVER SECURITIES CORPORATION | 2011-02-02 | 2015-02-20 | — |
| RIGEL CAPITAL LLC | 2003-10-16 | 2010-06-30 | — |
| RIGEL CAPITAL MANAGEMENT INC | 1999-06-03 | 2004-12-31 | — |