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Jeannette Marie Jeffers

Awh Financial, LLC

Bala Cynwyd, PA

CRD 7963122

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Employer firm

Awh Financial, LLC CRD 285183

7 advisory clients

Reported services (Item 5G)

  • Selection of other advisers

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

Current Employers
Awh Financial, Llc

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-08-21
  • TX RA
    APPROVED_RES
    Since 2024-08-21

Branch Locations

One Belmont Avenue Suite 1000, Bala Cynwyd, PA 19004 • 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
Jeannette M Jeffers Cpa El Paso TX 07/2009 Present
Awh Financial, Llc Bala Cynwyd PA 07/2024 Present
  • 07/2009 → Present
    Jeannette M Jeffers Cpa
    El Paso, TX
  • 07/2024 → Present
    Awh Financial, Llc
    Bala Cynwyd, PA
Other Businesses

1) Jeannette M Jeffers CPA; Investment Related; El Paso, TX; Accountant/CPA; 07/2009 2) Own/Manage Pecan farm; Not-Investment Related

Other Names
  • Jeannette J Gonzales

View on SEC IAPD

Nearby Firms

PST ADVISORS, LLC
EQUITABLE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

SETH Andrew KAMENS
CHAD WAYNE REED
Timothy Patrick Clifford

Nearby Offices

PST ADVISORS, LLC · BALA CYNWYD, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA

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