Jeffrey Filone
Investment adviser representative at Platform Technology Partners
17 yearsExperience
3 statesRegistered in
$1.2BFirm assets
7 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Platform Technology PartnersNov 2019 to now
- Spire Securities, LLCNov 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2019
- Morgan Stanley Smith BarneyMay 2009 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Platform Technology Partners
Legal name: Platform Technology Partners LLC
$1.2BAssets managed
887Clients
10Advisers
7 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
- 2651076
- Firm CRD
- 305602