Jeffrey David Eisman
Investment adviser representative at Wellth Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$26.7BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Strategic Retirement PartnersApr 2026 to now
- Wellth Advisory Services, LLCApr 2026 to now
- Vivaldi Capital Management LPFeb 2025 to Apr 2026
- VoyaNov 2024 to Feb 2025
- Oneamerica SecuritiesOct 2018 to Nov 2024
- American United LifeAug 2018 to Nov 2024
- American FundsFeb 2015 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (IL).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 6353140
- Firm CRD
- 330537