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Jeffrey Ash

11 Years of Experience
Broker

Jeffrey Ash is a registered investment advisor, based in Atlanta, GA, with 11 years of industry experience.

Location

5605 Glenridge Drive, Suite 950, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
M. S. Howells & CO.
January 2026 - Present · 3 mos
M. S. Howells & CO.Broker
January 2026 - Present · 3 mos
Mccormack Financial Planning INC.
May 2025 - Present · 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
November 2025 - December 2025 · 1 mo
Dempsey Lord Smith, LLCBroker
May 2022 - November 2025 · 3 yrs 6 mos
E*trade Securities LLCBroker
February 2022 - May 2022 · 3 mos
J.P. Morgan Securities LLCBroker
June 2021 - February 2022 · 8 mos
Wellington Sales CORP.Broker
January 2001 - October 2002 · 1 yr 9 mos
A I M Distributors, INC.Broker
May 1995 - July 2000 · 5 yrs 2 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Ash - Financial Advisor | TrueAdvisor