Jeffrey Louis Rhodes
Investment adviser representative at Ernst & Young Investment Advisers LLP
10 yearsExperience
1 stateRegistered in
$0Firm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
10 years in the industry.
- Ernst & Young LLPMar 2026 to now
- Ernst & Young Investment Advisers LLPDec 2022 to now
- Tapfin/eyMar 2019 to Mar 2026
- Lighouse FinancialJan 2016 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ernst & Young Investment Advisers LLP
$0Assets managed
20Clients
110Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2257677
- Firm CRD
- 110921