Jeffrey W Albert

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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

• 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
  Edward Jones
  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

• S66 Uniform Combined State Law Examination
  2023-12-27

Other Names

• Jeff W Albert
• Jeffrey Walter Albert