Jeffrey Donald Wells

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 01/2017
  Hbw Securities Llc
  Simi Valley, CA
• 07/2016 → 01/2017
  Hbw Advisory Services Llc
  Simi Valley, CA
• 01/2017 → Present
  Founders Financial Securities Llc
  Towson, MD
• 01/2017 → Present
  Voyager Wealth Management
  Oregon City, OR

Previous Registrations

• 2016-07-08 → 2016-12-31
  Hbw Advisory Services Llc
  Oregon City, OR
  Simi Valley, CA

Other Businesses

1)VOYAGER WEALTH MANAGEMENT; INVESTMENT RELATED; 516 HIGH STREET, OREGON CITY, OR 97045; START DATE: 01/01/2016; 160 HRS PER MONTH; 80 HRS DURING TRADING; FINANCIAL ADVISOR; PROVIDING FINANCIAL ADVICE & INVESTMENT PRODUCTS 2) LIFE BROKERAGE; INVESTMENT RELATED; 516 HIGH STREET OREGON CITY, OR 97045; 15 HRS PER MONTH; 15 HRS DURING TRADING; LIFE INSURANCE AGENT; SALES OF LIFE INSURANCE & FIXED ANNUITIES 3) MEDICARE SALES; INVESTMENT RELATED; START DATE: 07/2016; 0 HRS PER MONTH; 0 HRS DURING TRADING; INDEPENDENT SALES AGENT; RESIDUAL COMMISSIONS FROM MEDICARE PLANS. 4)VW Man LLC, Non-Investment Related, Address: Private residence in OR, Hours Per Month: 1; Hours During Trading: 0, Start Date: 6/1/2024, Position: Owner, Duties: This is just to structure income flows through an LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-28
• S63 Uniform Securities Agent State Law Examination
  2016-04-30

Other Names

• Jeff Wells