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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2019-06-24 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
300 Se Reed Market Rd Suite 103, Bend, OR 97702 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frontier Management | Bend | OR | 05/2007 | 06/2017 |
| Jeff Jewett Financial Group | Bend | OR | 06/2012 | Present |
| Brokers International Financial Services | Bend | OR | 05/2019 | Present |
Jeff Jewett Financial Group; Investment related; 300 SE Reed Market Rd, Ste 103, Bend, OR 97702; Advisory and Fixed Insurance Sales; Owner; 01/07/2020; 160 hours per month; 130 hours during security hours; Sales and service of fixed insurance and advisory products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-21 |
| S66 | Uniform Combined State Law Examination | 2002-09-17 |
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