# Jeffrey David Eisman

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WELLTH ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/330537) | 2026-04-15 | present | Yes |
| [VIVALDI CAPITAL MANAGEMENT LP](https://search.stillhousedata.com/firm/160150) | 2025-04-14 | 2026-04-15 | — |
| [VOYA RETIREMENT ADVISORS, LLC](https://search.stillhousedata.com/firm/3989) | 2025-01-09 | 2025-03-10 | — |
| [ONEAMERICA SECURITIES, INC.](https://search.stillhousedata.com/firm/4173) | 2018-10-10 | 2024-11-20 | — |
| [CAPITAL CLIENT GROUP, INC.](https://search.stillhousedata.com/firm/6247) | 2015-06-30 | 2018-07-19 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6353140)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6353140.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.