JA
Jeffrey Allen Foley
CRD 4237174
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Maggi Investment Services, Llc | Registered representative | 07/20/2026 |
| Paladin Capital, Llc | Registered representative | 07/20/2026 |
| Paladin Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Paladin Capital, Llc
Chief Compliance Officer/Managing Member · 50% – 75% · Oct 2024
-
Paladin Wealth, Llc
Chief Compliance Officer/Managing Member · 50% – 75% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗