Jeffrey Michael Clifford

Current Employers

Employment History

• 05/2015 → 01/2023
  Lpl Financial Llc
  Brunswick, OH
• 05/2015 → 01/2023
  Firstmerit Bank
  Brunswick, OH
• 02/2017 → 01/2023
  The Huntington Investment Company
  Wadsworth, OH
• 01/2023 → Present
  Osaic Wealth, Inc.
  Akron, OH

Previous Registrations

• 2017-02-01 → 2022-03-24
  The Huntington Investment Company
  Medina, OH
  Wadsworth, OH
  Wadsworth, OH
  Brunswick, OH
• 2015-05-06 → 2017-02-01
  Lpl Financial Llc
  Wooster, OH
  Orrville, OH
  Wooster, OH
  Wadsworth, OH
  Wadsworth, OH
  Brunswick, OH
  Wadsworth, OH
  Rittman, OH
  Brunswick, OH
• 2012-10-01 → 2014-07-25
  J.P. Morgan Securities Llc
  Akron, OH
• 2012-06-07 → 2012-10-01
  Chase Investment Services Corp.
  Akron, OH
• 2010-03-15 → 2012-05-17
  Pnc Wealth Management Llc
  Parma, OH
  Mentor, OH
  Brooklyn, OH
  Brookpark, OH

Other Businesses

1) CBUA POSITION: Baseball Umpire NATURE: Collegiate Baseball Umpires Alliance - Members of organization that umpire college baseball games INVESTMENT RELATED: No NUMBER OF HOURS: 72 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2020 ADDRESS: 4600 Pinewood Path, Akron OH 44321, United States DESCRIPTION: Umpire college baseball games during March, April, and part of May. 2) CLIFFORD FINANCIAL GROUP INC POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 04/01/2023 ADDRESS: 4600 Pinewood Path, Akron OH 44321, United States DESCRIPTION: Marketing Life and Health Insurance and Fixed Annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-10-18
• S63 Uniform Securities Agent State Law Examination
  2008-04-14

Other Names

• Jeffrey Michael Clifford
• Jeffrey M Clifford