William Jeffrey Email & Phone Number

Experienced Financial Professional with a demonstrated history of working in the financial services industry. Skilled in Wealth Management, Retirement Planning, Estate Planning, Tactical Asset Management & Strategic Asset Management. Strong finance professional graduated from Wayne State University. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. For a list of states in which I am/we are registered to do business, please visit www.wjainvestments.com.

• Lpl Registered Principal And Lpl Branch Manager

  William Jeffrey And Associates

  1994 - Present - Bloomfield Hills, Mi

  I founded and manage an independent financial securities firm dedicated to helping people organize, plan, manage, and maintain financial independence. In 1994, I established my own company focused on building a foundation for success by committing to provide honest objective advice while offering sound financial strategies within a thoughtful caring environment. It was my choice to aligned my practice as an OSJ (Branch Manager/Registered Securities Principal) with LPL Financial (The nation’s leading independent broker/dealer*) which extended access to a full spectrum of non-proprietary quality investment and insurance alternatives. Planning for the financial independence of my clients continues to be my passion, I also assisted several of Michigan’s largest Credit Unions in developing and managing Financial Planning/Investment Advisory Services for over 19 years. My enthusiasm for investment management and financial planning is no coincidence inheriting a frugal Scottish heritage which reinforced the importance of education and financial freedom. Commencing from business school at Wayne State University, my professional experience dates back 34 years to 1985 in the areas of retirement, insurance, estate, tax, and business. While the conventional wisdom of the investment industry heavily relies on basic asset allocation to reduce risk and return, my attention and experience during both bull and bear markets has enabled me to incorporate advanced strategies using “technical analysis” to tactically re balance portfolios. This strategy is designed to reduce risk and protect principal when markets appear to be highly volatile or to take advantage of observed conditions of positive volatility. Principal protection is a primary objective within my proactive investment management philosophy. *As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

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  Wayne State University