Jeffrey Bounds, financial advisor Huntingburg IN

Jeffrey Bounds

CRD Number: 1580357
Current Firm: Primerica Advisors

Jeffrey Bounds (CRD# 1580357) is an Investment Advisor Representative working at Primerica Advisors in Huntingburg, IN and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Huntingburg, IN Feb 1991 - Current 33
Pfs Investments Inc. Huntingburg, IN Sep 1986 - Current 37
Huntingburg Girls Softball League Inc. Huntingburg, IN Apr 2013 - Jun 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1986
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Jeffrey L. Bounds
Phone Number: 833-786-0550
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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