Jeffrey Curtis Furest

CFP

First Financial Coaching, INC.

40 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

First Financial Coaching, INC.

Compensation

Fixed/Hourly

Firm Size

14 advisors

Number of Clients

878 clients

Average Client Portfolio

$319K average

Assets Under Management

$279.7M

Fee Structure

Location

144 South Main St., Mt. Clemens, MI, 48043

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History

Regulatory History (1)

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Customer Dispute

April 2003

Closed-No Action

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Other Business ActivitiesSells Insurance

Jeffrey is a VP at First Financial, an insurance agency, and an agent for various insurance companies, selling life and disability insurance since 1984, dedicating about 10-20% of his time to each. He also owns and manages real estate rental properties through South Main Real Estate LLC and Nunns Creek LLC, spending minimal time on these activities.

Employment History

Current Registrations

First Financial Coaching, INC.

March 2010 - Present · 15 yrs 11 mos

Previous Registrations

Triad Advisors, INC.Broker

February 2010 - December 2017 · 7 yrs 10 mos

Lincoln Financial Securities Corporation

November 2009 - February 2010 · 3 mos

Lincoln Financial Securities CorporationBroker

March 1985 - February 2010 · 24 yrs 11 mos

State Registrations2 states

MITX

Advisor

Exams

No exam information available for this advisor.