Jeffrey David Eisman is an investment adviser representative (IAR) with state registration records since 2015, appearing at 5 firms. Currently registered with WELLTH ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLTH ADVISORY SERVICES, LLC | 2026-04-15 | present | Yes |
| VIVALDI CAPITAL MANAGEMENT LP | 2025-04-14 | 2026-04-15 | — |
| VOYA RETIREMENT ADVISORS, LLC | 2025-01-09 | 2025-03-10 | — |
| ONEAMERICA SECURITIES, INC. | 2018-10-10 | 2024-11-20 | — |
| CAPITAL CLIENT GROUP, INC. | 2015-06-30 | 2018-07-19 | — |