Jeffrey Dastmalchian
Investment adviser representative at E & G Advisors, LLC
34 yearsExperience
1 stateRegistered in
$706.9MFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- E & G Advisors, LLCMar 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2009 to Feb 2018
- Bank of America, N.A.Mar 1992 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (TX).
E & G Advisors, LLC
$706.9MAssets managed
370Clients
4Advisers
12 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
- 5467026
- Firm CRD
- 130550