Jeffrey D. Allison,  CFP<sup>&reg;</sup> - Financial Advisor

Jeffrey D. Allison, CFP®

Vice President

Aspect Wealth Management Group

9311 San Pedro Ave. Ste. 750, Ste 750
San Antonio, TX 78216
(210) 268-1530

General

Jeffrey Allison is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Aspect Wealth Management Group in San Antonio, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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