Unclaimed Profile

Jeffrey Scott Magson

1ST GLOBAL ADVISORS INC·DALLAS, Texas

SIE, Series 4, Series 7, Series 24, Series 51, Series 63, Series 65, Series 99TOClean record24 years registered1ST GLOBAL ADVISORS INC

12750 MERIT DRIVE, DALLAS, TX 75251CRD# 2394390Firm CRD# 111133

Profile Verification

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

Identity

Jeffrey Scott Magson · DALLAS, TX

Registration

CRD #2394390 · 1ST GLOBAL ADVISORS INC · 24 years registered

Brand Profile

Not yet started

Career History

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 2022 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 2022 – present

AVANTAX ADVISORY SERVICES

Oct 2019 – Mar 2020

IRVING, TX

1ST GLOBAL ADVISORS INC

Jul 2011 – Oct 2019

DALLAS, TX

EDWARD JONES

Mar 2010 – Aug 2010

ST. LOUIS, MO

AMERIPRISE FINANCIAL SERVICES, INC.

Jun 2002 – Apr 2010

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 63

Series 65

Series 99TO

Registration record

First registered · June 18, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

1ST GLOBAL ADVISORS INC

CRD 111133 · SEC 801-41517

AUM

$10.8B

Regulatory assets under management

Employees

976

30,580 client accounts

Services offered by 1ST GLOBAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 1ST GLOBAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Scott Magson offer?

Jeffrey Scott Magson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Jeffrey Scott Magson's credentials?

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

Where is Jeffrey Scott Magson located?

Jeffrey Scott Magson is based in DALLAS, Texas, working with 1ST GLOBAL ADVISORS INC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Jeffrey Scott Magson charge for services?

Jeffrey Scott Magson's firm is compensated through percentage of aum, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 1ST GLOBAL ADVISORS INC?

1ST GLOBAL ADVISORS INC has approximately 976 employees and manages $10.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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