Jeffrey
Memnon
Wizest Inc
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About this Advisor
Jeffrey Memnon is a financial advisor based in Miami Lakes, Florida, working with Wizest Inc. Jeffrey has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Iberiabank, Tracfone Wireless, John M. Lilley Library At Penn State University, Enterprise Rent-A-Car, Zara/Inditex, Penn State University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Wizest, and Booz Allen Hamilton. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Jeffrey is part of Wizest Inc, which operates out of Miami Lakes, Florida. The firm has 5 employees and manages assets totaling $26.0 thousand. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Wizest Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wizest Inc Brokerage Details
$25,977
5
297
$87
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffrey Memnon Work History
Wizest
Booz Allen Hamilton
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Iberiabank
Tracfone Wireless
Zara/Inditex
Enterprise Rent-A-Car
John M. Lilley Library At Penn State University
Penn State University
Disclosures
Please visit the SEC profile of Jeffrey Memnon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wizest Inc
Miami Lakes, FL
Cleveland, OH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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