Unclaimed Profile

Jeffery Lee Powell

HEWLETT DAVIDSON POWELL, LLC·BIRMINGHAM, Alabama

SIE, Series 3, Series 6, Series 7, Series 63, Series 6526 years registeredHEWLETT DAVIDSON POWELL, LLC

4960 VALLEYDALE ROAD, BIRMINGHAM, AL 35242CRD# 1222172Firm CRD# 128612

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Lee Powell · BIRMINGHAM, AL

Registration

CRD #1222172 · HEWLETT DAVIDSON POWELL, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HEWLETT DAVIDSON POWELL, LLC

SAGESPRING WEALTH PARTNERS

Mar 2021 – Jan 2026

Homewood, AL

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

Feb 2017 – Mar 2019

FRANKLIN, TN

HEWLETT DAVIDSON POWELL, LLC

Jan 2004 – Dec 2016

BIRMINGHAM, AL

RAYMOND JAMES FINANCIAL SERVICES

Jul 2000 – Jan 2004

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · July 13, 2000

Years registered · 26

Disclosure History

2013Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HEWLETT DAVIDSON POWELL, LLC

CRD 128612 · SEC 801-70078

AUM

$43M

Regulatory assets under management

Employees

213 client accounts

Services offered by HEWLETT DAVIDSON POWELL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at HEWLETT DAVIDSON POWELL, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffery Lee Powell offer?

Jeffery Lee Powell specializes in Investment Management.

What are Jeffery Lee Powell's credentials?

Jeffery Lee Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Lee Powell located?

Jeffery Lee Powell is based in BIRMINGHAM, Alabama, last registered with HEWLETT DAVIDSON POWELL, LLC.

How does Jeffery Lee Powell charge for services?

Jeffery Lee Powell's firm is compensated through percentage of aum, hourly charges, subscription fees, other: asset based fee for pension consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEWLETT DAVIDSON POWELL, LLC?

HEWLETT DAVIDSON POWELL, LLC has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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