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Jeffrey Lewis Eglow

Nfsg Corporation

Boca Raton, FL

Boca Raton, FL

CRD 1299960

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Employer firm

Nfsg Corporation CRD 130814

$1.08B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Nfsg Corporation

1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2019-03-28
TX RA APPROVED_RES 2018-04-27
FL RA APPROVED 2017-12-11
  • LA RA
    APPROVED
    Since 2019-03-28
  • TX RA
    APPROVED_RES
    Since 2018-04-27
  • FL RA
    APPROVED
    Since 2017-12-11

Branch Locations

1200 North Federal Highway Suite 400, Boca Raton, FL 33432 • United States

1200 North Federal Highway, Suite 400, Boca Raton, FL 33432 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 03/2015 08/2017
Suntrust Advisory Services Atlanta GA 08/2016 08/2017
Newbridge Securities Corporation Boca Raton FL 08/2017 Present
Nfsg Corporation Boca Raton FL 11/2017 Present
  • 03/2015 → 08/2017
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 08/2016 → 08/2017
    Suntrust Advisory Services
    Atlanta, GA
  • 08/2017 → Present
    Newbridge Securities Corporation
    Boca Raton, FL
  • 11/2017 → Present
    Boca Raton, FL
Previous Registrations
  • 2016-11-18 → 2017-09-06
    Boca Raton, FL
    Boca Raton, FL
    Delray Beach, FL
  • 2015-03-05 → 2016-12-31
    Truist Investment Services, Inc.
    Boca Raton, FL
    Delray Beach, FL
    Delray Beach, FL
    Boca Raton, FL
  • 2012-01-17 → 2015-03-05
    Fort Lauderdale, FL
    Coral Springs, FL
    Sunrise, FL
    Lauderhill, FL
    Boca Raton, FL
  • 2010-05-20 → 2012-01-13
    Morgan Keegan & Company, Llc
    Ft. Lauderdale, FL
    Coral Springs, FL
  • 2009-06-01 → 2010-05-26
    Palm Beach, FL
  • 2007-08-16 → 2009-06-01
    Morgan Stanley & Co. Llc
    Palm Beach, FL
Other Businesses

1) EGLOW WEALTH MANAGEMENT, LLC - BOCA RATON, FL - 07/2026 - MANAGER OF THE LLC - MEMBER - ONGOING - INVESTMENT RELATED - LLC FORMED TO MARKET OUR FINANCIAL ADVISORY SERVICES - GENERAL MARKETING FOR PROSPECTING NEW CLIENTS - 100% DURING BUSINESS HOURS. 2) INSURANCE LICENSED 02/01/18; 5% OF BUSINESS HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-14
S63 Uniform Securities Agent State Law Examination 1986-01-14
  • S66 Uniform Combined State Law Examination
    2007-08-14
  • S63 Uniform Securities Agent State Law Examination
    1986-01-14

View on SEC IAPD

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