Jeffrey Hopkins Farrar
Investment adviser representative at Procyon
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.2BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- ProcyonJun 2017 to now
- Procyon Advisors, LLCJun 2017 to now
- Purshe Kaplan Sterling Investments, Inc.Jun 2017 to Dec 2021
- UBS Financial Services Inc.Apr 2009 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (CT, TN).
Procyon
Legal name: Procyon Advisors, LLC
$9.2BAssets managed
3,048Clients
54Advisers
9 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
- 3062322
- Firm CRD
- 288239