Jeffrey William Speers is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with RISE FINANCIAL PARTNERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RISE FINANCIAL PARTNERS LLC | 2023-06-19 | present | Yes |
| WR WEALTH PLANNERS LLC | 2023-04-12 | 2023-06-14 | — |
| WEALTH PLANNING AND DESIGN LLC | 2021-12-08 | 2023-05-22 | — |
| WEALTH PLANNING AND DESIGN LLC | 2019-07-09 | 2019-12-12 | — |
| LEGACY FINANCIAL ADVISORS, INC. | 2018-12-05 | 2019-06-11 | — |