Business Description
As an Investment Adviser Representative, Jeff works with area individuals, families and organizations as a Financial Education Resource to build financial literacy throughout the community. He is committed to providing a positive client experience within the financial services industry by providing a faith-based perspective to finances, timely client support services, financial education without product specifics and maintaining the highest standards of ethics and professional knowledge. As an active member of the community, Jeff volunteers with Love INC in the Allegan area as a Budgeting Instructor, helping people get their financial lives back in order. Assisting other’s development is a key component to another volunteer pursuit, Toastmasters International. Jeff is currently the Immediate Past President of the GVSU Downtown Club, and was recently recognized through their Competent Communicator program. Jeff holds his FINRA series 7, 63 and 65 registrations as well as a Life, Accident & Health Insurance license. With a majority of his clients located in West Michigan, Jeff also holds a non-resident insurance license in Indiana.
General Information Gender:    Male CRD#:    4595165 Name of Broker/Dealer:    Envision Advisor Group Name of Custodial Firm:    Fidelity States Licensed in:    MI Years of Experience in Financial Services:    6 Number of Years with Current Firm:    1 I work with the following types of clients:    Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
Services Investment Types:    Bonds, Stocks, Annuities, Insurance, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Qualifications & Memberships Securities Licenses:    Series 63, Series 7, Series 65 Insurance and Annuity Licenses:    Variable Life, Disability, Health, Life, Variable Annuity, Accident, Annuity, Long Term Care Financial Organization Memberships:    Kingdom Advisors Non-Financial Organization Memberships:    Toastmasters International
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Advisor's Number of Clients:    78 Advisor's Number of Managed Clients:    70 Advisor's Number of Planning Clients:    8 Assets Managed by Advisor:    $2,500,000
Compliance Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-based financial professional:    Yes Compensation Methods:    Based on Assets, Hourly, Flat Fee, Commissions Fee % Based on Assets:    1.0% Hourly Rate:    $125 Flat Fee Rate:    $99-10,000
Prepared By:	Jeff Cortright
Most Recent Update:	09/22/2008

Frequently Asked Questions

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