Jeffrey
Memnon
Wizest Inc
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About this Advisor
Jeffrey Memnon is a financial advisor who works in Miami Lakes, Florida with 1 year of relevant experience. Memnon currently works for Wizest Inc. Over the course of their career, they have held roles 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, Dobbins, Penn State University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Wizest and Booz Allen Hamilton. Memnon has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Wizest Inc is an advisory firm operating out of Cleveland, OH. Wizest Inc offers portfolio management for individuals and small businesses. Fees for financial advisory services typically vary depending on the financial services provided. Fee types billed by Wizest Inc most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wizest Inc Brokerage Details
4
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffrey Memnon Work History
Jeffrey has been registered as a financial advisor for 1 years.*
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
Dobbins
Penn State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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