Jeffrey Lynn Haley

Current Employers

Haley & Summers Wealth Management, Inc.

620 East Berry Street, Fort Wayne, IN 46802 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2000-08-17

IN RA
APPROVED

Since 2000-08-17

Branch Locations

Fort Wayne, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Summers Financial Services Inc.	Fort Wayne	IN	08/1997	Present
The O.N. Equity Sales Company	Fort Wayne	IN	04/1998	Present

08/1997 → Present

Summers Financial Services Inc.

Fort Wayne, IN
04/1998 → Present

The O.N. Equity Sales Company

Fort Wayne, IN

Other Businesses

1)SUMMERS FINANCIAL SERVICES; YES INVESTMENT RELATED; 353 WEST WOODLAND FT WAYNE IN 46807; RIA ASSET ALLOCATION FOR FEE WHERE STOCK BONDS AND MUTUAL FUNDS NO DISCRESION; VICE PRESIDENT; 01/01/1997-CURRENT; 160 HOURS/MONTH; 160 DURING SECURITIES TRADING HOURS; IAR IF RIA FEE BASED PLANNING.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1998-12-16
S65	Uniform Investment Adviser Law Examination	1998-06-17

S63 Uniform Securities Agent State Law Examination

1998-12-16
S65 Uniform Investment Adviser Law Examination

1998-06-17