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Jeffrey David Dvorak

4D Financial Advisors, LLC

Glen Ellyn, IL

CRD 6044031

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Employer firm

4D Financial Advisors, LLC CRD 162473

$66.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
4D Financial Advisors, Llc

2S421 Canterbury Ct., Glen Ellyn, IL 60137 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-04-13
  • IL RA
    APPROVED
    Since 2012-04-13

Branch Locations

2S421 Canterbury Ct., Glen Ellyn, IL 60137 • 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
OrganizationCityStateFromTo
4D Financial Advisors, Llc (162473) Glen Ellyn IL 03/2012 Present
  • 03/2012 → Present
    4D Financial Advisors, Llc (162473)
    Glen Ellyn, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

Christopher Trifilio
Natalie M Barraza
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Nearby Offices

J.P. MORGAN SECURITIES LLC · GLEN ELLYN, IL
WORLD EQUITY GROUP, INC. · GLEN ELLYN, IL
VESTGEN ADVISORS, LLC · Glen Ellyn, IL

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