JJ
Jeffrey John Sievers
CRD 3041857
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Unique Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Safety Harbor Public Library Foundation | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Unique Wealth, Llc
Owner · 5% – 10% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗