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Profil
Mr. Jeffrey R.
Albright is a Wealth Manager & Partner at Creative Planning LLC.
He has over 25 years of experience in the investment industry, serving in his current Wealth Manager role since 2012.
He works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs.
Mr. Albright was employed as a Vice President-Institutional Division by The Burney Co. and a Consultant by TD Waterhouse Group, Inc.
He received his undergraduate degree from Guilford College.
Anciens postes connus de Jeffrey Ray Albright
| Sociétés | Poste | Fin |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Gestionnaire de Portefeuille-Actions | 01/08/2025 |
The Burney Co.
 The Burney Co. Investment ManagersFinance Burney seeks to maximize long-term returns through proprietary fundamental/quantitative techniques and equity research tools. Their Customized Portfolios, model portfolios, and the Burney Master Portfolio combine a strategic perspective on size and style with Burney's time-tested stock selection methodology. The Master Portfolio provides a classic value-oriented approach, while customized and model portfolios are more adaptive to each client's specific situation. | Sales & Marketing | 31/08/2012 |
TD Waterhouse Group, Inc.
 TD Waterhouse Group, Inc. Investment Banks/BrokersFinance Provides discount securities brokerage services worldwide | Corporate Officer/Principal | - |
Formation de Jeffrey Ray Albright
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61
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4
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
TD Waterhouse Group, Inc.
TD Waterhouse Group, Inc. Investment Banks/BrokersFinance Provides discount securities brokerage services worldwide | Finance |
The Burney Co.
The Burney Co. Investment ManagersFinance Burney seeks to maximize long-term returns through proprietary fundamental/quantitative techniques and equity research tools. Their Customized Portfolios, model portfolios, and the Burney Master Portfolio combine a strategic perspective on size and style with Burney's time-tested stock selection methodology. The Master Portfolio provides a classic value-oriented approach, while customized and model portfolios are more adaptive to each client's specific situation. | Finance |
Guilford College
 Guilford College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
