Jeffrey Dean Waller

Current Employers

Employment History

• 04/2015 → 03/2018
  Edward Jones
  St Louis, MO
• 03/2018 → 03/2022
  Vertical Advantage Solutions Group
  Heath, TX
• 05/2018 → 10/2019
  Cornerstone Community Church Of Rockwall
  Rockwall, TX
• 02/2019 → 03/2022
  Allstate Insurance Company
  Rockwall, TX
• 04/2022 → 02/2023
  Voya Financial Partners, Llc
  Heath, TX
• 02/2023 → 12/2023
  Epic Insurance Group
  El Paso, TX
• 05/2024 → Present
  Summit Financial Group Inc
  Dallas, TX
• 05/2019 → 08/2026
  Vertical Advantage Solutions
  Rockwall, TX
• 05/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-05-17 → 2023-01-27
  Voya Financial Partners, Llc
  Health, TX
  Urbandale, IA
• 2019-03-12 → 2022-03-18
  Allstate Financial Advisors, Llc
  Rockwall, TX
• 2016-01-15 → 2018-04-10
  Edward Jones
  Heath, TX
  Heath, TX
  St Louis, MO
  Garland, TX

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: 104 SKYLINE CIR ROCKWALL TX 75032 NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: INSURANCE, BENEFITS AND INVESTMENTS

Exams

• S66 Uniform Combined State Law Examination
  2015-11-03

Other Names

• Jeff Dean Waller