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Detailed Report
JEFFREY FRANK JAGARD
JEFF FRANK JAGARD, JEFF JAGARD
CRD#: 4601379
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Investment Adviser
AVALAN, LLCCRD#: 156109 233 E CARILLO
SUITE B
SANTA BARBARA, CA 93101
Registration History
2008201020122014201620182020202220242026IAAVALAN, LLC (CRD# 156109)2021 - Present (3 years)IAMIRACLE MILE ADVISORS, LLC (CRD# 143483)2018 - 2021 (3 years)IAALLIANCEBERNSTEIN L.P. (CRD# 108477)2007 - 2014 (7 years)
License(s)

State Registrations

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California 8/26/2021
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Utah 4/11/2022
Current Registration(s)
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AVALAN, LLC (CRD#:156109)
233 E CARILLO SUITE B, SANTA BARBARA, CA 93101
Registered with this firm since 8/26/2021
Previous Registration(s)
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 03/30/2018 - 07/02/2021 MIRACLE MILE ADVISORS, LLC (CRD#:143483) LOS ANGELES, CA
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 03/23/2007 - 12/23/2014 ALLIANCEBERNSTEIN L.P. (CRD#:108477) DENVER, CO
For additional information about investment advisers or broker-dealers, please visit
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.