JEFFREY PAUL MCDERMOTT is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with CREATE WEALTH FINANCIAL PLANNING LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH MODE FINANCIAL PLANNING, LLC | 2022-06-22 | 2023-09-05 | — |
| CREATE WEALTH FINANCIAL PLANNING LLC | 2021-03-05 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-12-22 | 2020-11-13 | — |