Jeffrey Donald Breese

Current Employers

Employment History

• 06/2009 → 04/2024
  Raymond James Financial Services
  Chandler, AZ
• 06/2009 → 04/2024
  Raymond James Financial Services Advisors Inc.
  Chandler, AZ
• 10/2014 → Present
  Non-Variable Insurance
  Chandler, AZ
• 12/2012 → 02/2017
  Flores Wealth Management/Dba (Owner)
  Chandler, AZ
• 10/2018 → 05/2019
  Malerett Holdings, Llc.
  Chandler, AZ
• 05/2017 → 09/2019
  Breese Properties, Llc
  Chandler, AZ
• 04/2024 → Present
  Concurrent Investment Advisors Dba The Wealth Stewards
  Scottsdale, AZ
• 06/2009 → 02/2017
  Flores Wealth Management
  Chandler, AZ
• 04/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2010-08-10 → 2024-04-25
  Raymond James Financial Services Advisors, Inc
  Chandler, AZ
  Chandler, AZ
  West Yarmouth, MA
  West Yarmouth, MA
• 2007-05-02 → 2009-03-24
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2007-04-16 → 2009-03-23
  John Hancock Investment Management Llc
  Boston, MA

Other Businesses

1) Concurrent Investment Advisors d/b/a The Wealth Stewards. Investment Related. At Registered Location. RIA. Managing Director. Start Date: 04/24/2024. 160 hrs/ month; 130 hrs/ month during trading hours. Independent Advisory Practice Afilliate 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. Start Date: 04/24/2024. 5 hrs/ month; all during trading hours. Provide insurance advice based on the needs of client(s). 3) The Wealth Stewards Holdings, LLC Investment Related Located at 2121 W Chandler Blvd, Ste 103 Chandler, AZ 85224. Owner. 1 hour per month during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-11
• S63 Uniform Securities Agent State Law Examination
  2001-04-06