Unclaimed Profile

Jeffrey Miller Dean

ITB CAPITAL ADVISORS, LLC·LAKELAND, Florida

SIE, Series 3, Series 7, Series 24, Series 30, Series 63, Series 66Clean record11 years registeredITB CAPITAL ADVISORS, LLC

311 SOUTH FLORIDA AVENUE, LAKELAND, FL 33801CRD# 5273435Firm CRD# 172408

Profile Verification

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

Identity

Jeffrey Miller Dean · LAKELAND, FL

Registration

CRD #5273435 · ITB CAPITAL ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ITB CAPITAL ADVISORS, LLC

ITB CAPITAL ADVISORS, LLC

Oct 2014 – May 2020

LAKELAND, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 30

Series 63

Series 66

Registration record

First registered · October 9, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ITB CAPITAL ADVISORS, LLC

CRD 172408 · SEC 801-80231

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ITB CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at ITB CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Miller Dean offer?

Jeffrey Miller Dean specializes in Financial Planning, Investment Management.

What are Jeffrey Miller Dean's credentials?

Jeffrey Miller Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Miller Dean located?

Jeffrey Miller Dean is based in LAKELAND, Florida, last registered with ITB CAPITAL ADVISORS, LLC.

How does Jeffrey Miller Dean charge for services?

Jeffrey Miller Dean's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ITB CAPITAL ADVISORS, LLC?

ITB CAPITAL ADVISORS, LLC has approximately 6 employees. The firm is registered with the SEC as an investment adviser.

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