JB
Jeffrey Ballek
from Crown Capital Securities, L.p.
Jeffrey Ballek is a financial advisor based in California, Orange,
with 31 years of experience. Jeffrey currently works for
Crown Capital Securities, L.p..
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Ballek works at Crown Capital Securities, L.p.
Crown Capital Securities, L.p. is a financial advisory firm based in Orange, California. It currently has approximately $144,926,044 of assets under management and employs about 164 people. Crown Capital Securities, L.p. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
13 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
725 Town & Country Road, Suite 530, Orange, California, 92868
Advisor can help with
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