5030 E. 2nd Street, Suite 204, Long Beach, CA, 90803
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Jeffrey sells life insurance, annuities, and long-term care insurance through various insurance carriers. He is also a CPA at Shaw & Blasi LLP, owner/member of Integrity Financial Advisors, LLC, and is involved with two charitable organizations, dedicating minimal time to each.