Jeffrey Frank Jagard

Current Employers

Avalan, Llc

233 E Carillo Suite B, Santa Barbara, CA 93101 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2022-04-11
CA	RA	APPROVED	2021-08-26

UT RA
APPROVED

Since 2022-04-11
CA RA
APPROVED

Since 2021-08-26

Branch Locations

233 E Carillo Suite B, Santa Barbara, CA 93101 • 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
Bny Mellon	Century City	CA	06/2016	03/2018
Miracle Mile Advisors, Llc	Los Angeles	CA	03/2018	06/2021
Avalan, Llc	Santa Barbara	CA	07/2021	Present

06/2016 → 03/2018

Bny Mellon

Century City, CA
03/2018 → 06/2021

Miracle Mile Advisors, Llc

Los Angeles, CA
07/2021 → Present

Avalan, Llc

Santa Barbara, CA

Previous Registrations

2018-03-30 → 2021-07-02

Composition Wealth, Llc

Los Angeles, CA
2007-03-23 → 2014-12-23

Alliancebernstein L.P.

Denver, CO

Other Businesses

RLG CAPITAL PRIVATE EQUITY; YES, INVESTMENT-RELATED; 2750 RASMUSSEN ROAD, SUITE 107, PARK CITY, UT 84098; BOARD MEMBER/OPERATING PARTNER; 10/15/2015; APPROX. 2-3 HOURS PER MONTH; ZERO HOURS DURING TRADING HOURS; DUTIES: BOARD MEMBER - STRATEGIC ADVISOR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-03-30
S66	Uniform Combined State Law Examination	2007-03-22
S63	Uniform Securities Agent State Law Examination	2005-12-21

S65 Uniform Investment Adviser Law Examination

2018-03-30
S66 Uniform Combined State Law Examination

2007-03-22
S63 Uniform Securities Agent State Law Examination

2005-12-21

Other Names

Jeff Jagard
Jeff Frank Jagard

View on SEC IAPD