Best Investors Account Sign in

Jeffrey A. Wakefield

Edward Jones

Greenville, NC

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-03
NC RA APPROVED 2024-04-11
  • TX RA
    APPROVED
    Since 2024-12-03
  • NC RA
    APPROVED
    Since 2024-04-11

Branch Locations

3800 E 10Th St Suite 101, Greenville, NC 27858 • 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
Edward Jones St Louis MO 01/2024 Present
Unc Health Lenoir Kinston NC 11/2019 01/2024
Marion General Hospital Marion IN 06/2016 10/2019
  • 01/2024 → Present
    Edward Jones
    St Louis, MO
  • 11/2019 → 01/2024
    Unc Health Lenoir
    Kinston, NC
  • 06/2016 → 10/2019
    Marion General Hospital
    Marion, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-03
S63 Uniform Securities Agent State Law Examination 1994-03-25
  • S66 Uniform Combined State Law Examination
    2024-04-03
  • S63 Uniform Securities Agent State Law Examination
    1994-03-25
Other Names
  • Jeff Wakefield
  • Jeffrey Alan Wakefield
  • Jeffrey A Wakefield

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
RESURGENT ADVISORS
INTEGRATED WEALTH CONCEPTS LLC
KEEL POINT, LLC
VANDALIA WEALTH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

SCOTT MONTGOMERY WEBB SHOOK
SAMUEL REUBEN HYLTON
MARK A CUTLER
Justine Lawson
Belinda Mai Butler
DANIEL LEROY TAYLOR
Robert Bryant Hough
DAVID ROGER HUNT

Other Offices

TRUIST ADVISORY SERVICES, INC. · Greenville, NC
TRUIST ADVISORY SERVICES, INC. · GREENVILLE, NC
TRUIST ADVISORY SERVICES, INC. · GREENVILLE, NC
RESURGENT ADVISORS · Greenville, NC
INTEGRATED WEALTH CONCEPTS LLC · GREENVILLE, NC
KEEL POINT, LLC · Greenville, NC
VANDALIA WEALTH · GREENVILLE, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, NC

More in Greenville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor