Jeffrey Wayne Fischer
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$12.8BFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2026 to now
- Fischer Financial Services, Inc.Jan 2026 to now
- United Planners Financial ServicesJan 2026 to now
- Jeffrey W. FischerJun 2024 to now
- Nylife Securities LLCSep 2025 to Dec 2025
- Strategic Financial AssociatesSep 2015 to Dec 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 2801044
- Firm CRD
- 20804