Best Investors Account Sign in
Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-26
CA RA APPROVED 2024-01-05
  • TX RA
    APPROVED
    Since 2024-11-26
  • CA RA
    APPROVED
    Since 2024-01-05

Branch Locations

22342 Avenida Empresa Suite 240, Rancho Santa Margarita, CA 92688 • 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
Unemployed Irvine CA 03/2022 10/2022
First Data Corporation Atlanta GA 01/2015 10/2017
Netspend Corporation Columbus GA 11/2017 03/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 10/2022 06/2023
Northwestern Mutual Investment Services Llc Irvine CA 12/2022 06/2023
Edward Jones St Louis MO 09/2023 Present
  • 03/2022 → 10/2022
    Unemployed
    Irvine, CA
  • 01/2015 → 10/2017
    First Data Corporation
    Atlanta, GA
  • 11/2017 → 03/2022
    Netspend Corporation
    Columbus, GA
  • 10/2022 → 06/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2022 → 06/2023
    Northwestern Mutual Investment Services Llc
    Irvine, CA
  • 09/2023 → Present
    St Louis, MO
Other Businesses

MNO Networking Group Tustin, CA Start date: 9/27/2024 New Membership Applications Hours per week: 2 Hours during trading: 2 Desc: This is a networking group similar to BNI with other COI professionals. I am in charge of new memberships which brings a great opportunity to establish relationships. There are 15 members in the group including CPA, Estate Planning Attorney, and other key COIs. * Networking Group Tustin, CA Start date: 9/29/2023 Stage Manager Hours per week: 2 Hours during trading: 2 Desc: This is a networking group similar to BNI. I am in charge of new memberships which brings a great opportunity to establish relationships. * Walk to End Alzheimer's Greater Irvine Type of business: Nonprofit - Alzheimer's Assoc Irvine, CA Start date: 3/1/2026 Volunteer - Executive Leader Hours per week: 2 Hours during trading: 2 Serve as a volunteer leader for the Walk to End Alzheimer's to ensure revenue goals are met Commit your company as a top sponsor Form a company team and lead or appoint a Company Coordinator Commit to becoming a top fundraising team Recruit additional Executive Leadership Team (ELT)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2023-12-27
Other Names
  • Jeff W Albert
  • Jeffrey Walter Albert

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rancho Santa Margarita, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor