Jeri Leigh Siss
Investment adviser representative at Ausdal Financial Partners, Inc.
16 yearsExperience
1 stateRegistered in
$3.7BFirm assets
18 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Ausdal Financial Partners, Inc.Feb 2024 to now
- Sa Stone Investment Advisors IncJun 2023 to Jan 2024
- Sa Stone Wealth Management IncJun 2023 to Jan 2024
- Pfs Investments Inc.Aug 2021 to Jun 2023
- Primerica Financial ServicesMay 2020 to Jun 2023
- Krazy FitJan 2019 to Apr 2023
- Village of South AmherstOct 2016 to Feb 2024
- MillercoorsOct 2010 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ausdal Financial Partners, Inc.
$3.7BAssets managed
16,572Clients
184Advisers
18 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
- 7426674
- Firm CRD
- 7995