Jeffrey
Ballek
Crown Capital Securities, L.P
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About this Advisor
Jeffrey Ballek is a financial advisor working in Las Vegas, Nevada who has 3 years of relevant experience. Ballek is an employee of Crown Capital Securities, L.P. Their career trajectory has included roles at Real Estate Masters, Lifesmart, LLC, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Inc, Coldwell Banker Burnet, Crown Capital Securities Lp, Keller Williams Integrity Realty, Crown Capital Securities, Lp, Bmo Harris Financial Advisors and Ballek Wealth Management LLC. Ballek maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Minnesota. Crown Capital Securities, L.P is an advisory firm headquartered in Orange, CA. It has offices in 93 locations and a total of 164 employees. It has $1 billion in total assets between its 5,654 accounts, placing it among the bigger firms in the United States by assets under management. The firm provides financial advice to 27 charities and foundations. Of its 5,654 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely depend on which services the firm provides the client. However, fee types billed by Crown Capital Securities, L.P can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Crown Capital Securities, L.P Brokerage Details
$1,223,108,240
164
5,654
$216,326
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeffrey Ballek Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Keller Williams Integrity Realty
Crown Capital Securities Lp
Ballek Wealth Management LLC
Bmo Harris Financial Advisors
Coldwell Banker Burnet
Crown Capital Securities, Lp
Lifesmart, LLC
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies, Inc
Real Estate Masters
Lifesmart, LLC
*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 Ballek 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 Crown Capital Securities, L.P
Portland, OR
Florence, AZ
Orange, CA
Glastonbury, CT
Costa Mesa, CA
Lancaster, CA
Santa Ana, CA
Las Vegas, NV
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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