Jeffery J. Quinn
Investment adviser representative at Csi Group Advisors, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Csi Group Advisors, LLCJan 2026 to now
- LPL Financial. LLCJul 2024 to now
- Guardian Life Insurance CompanyOct 2021 to Jul 2024
- Park Avenue SecuritiesOct 2021 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Oct 2021
- Corestaff ServicesApr 2019 to Aug 2019
- BeamalifeNov 2018 to Apr 2019
- Office Team-winston BenefitsSep 2018 to Nov 2018
- Self-employedAug 2018 to Nov 2019
- Morgan Stanley Smith Barney LLCMar 2017 to Aug 2018
- MassmutualDec 2016 to Feb 2017
- MML Investors ServicesDec 2016 to Feb 2017
- Mid Atlantic Resource GroupJan 2016 to Dec 2016
- Minnesota LifeJan 2016 to Dec 2016
- Securian Finacial Services Inc.Jan 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Csi Group Advisors, LLC
$0Assets managed
0Clients
8Advisers
1 yearIn 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
- 4534605
- Firm CRD
- 338012