Jeffrey Alan Birk is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-05-15 | present | Yes |
| CUSO FINANCIAL SERVICES, L.P. | 2024-07-02 | 2025-05-15 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2014-04-03 | 2024-06-27 | — |