Jeffrey
Mount
Tactive Advisors, LLC
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About this Advisor
Jeffrey Mount is a financial advisor based in Jacksonville, Florida, working with Tactive Advisors, LLC. Jeffrey has previously held positions at Curian Capital, LLC, Advisors Capital Management, LLC, Real Intelligence LLC, Tactive Advisors, LLC, Assetmark, Farther Finance Advisors, LLC, Farther Finance Advisors, and Tactive Wealth LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Jeffrey is part of Tactive Advisors, LLC, which operates out of Jacksonville, Florida. The firm has 13 offices and 5 employees. The firm manages assets totaling $405.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Tactive Advisors, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tactive Advisors, LLC Brokerage Details
$405,807,898
5
1,200
$338,173
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jeffrey Mount Work History
Tactive Advisors, LLC
Tactive Wealth LLC
Farther Finance Advisors, LLC
Farther Finance Advisors
Real Intelligence LLC
Assetmark
Advisors Capital Management, LLC
Curian Capital,LLC
Disclosures
Please visit the SEC profile of Jeffrey Mount 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 Tactive Advisors, LLC
Oceanside, CA
Jacksonville, FL
Los Angeles, CA
Las Vegas, NV
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
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