20 Montchanin Road, Suite 270, Greenville, DE, 19807
Get directionsNo 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.
Learn about disclosures →Jeffrey is associated with Investment Management & Planning, LLC as a registered investment advisor since 2015, dedicating full-time hours to this role. He also has a DBA, MacDonald Wealth Advisors, LLC, for tax purposes only.