Experience Makes all the difference

We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Gary S. Jefferson, CRPC®

First Vice President - Wealth Management
Financial Advisor
Retirement Plan Consultant
501-221-5149

email



Professional Experience
2009 - present: UBS Financial First Vice President – Investments
1986 - 2009: Smith Barney First Vice President; 1972-1986:Attorney

Associations
The Financial Planning Association;FINRA Board of Arbitrators;Tenn. Bar Assn;AAII; NCA; NRA; USGA; ASPCA;Ar. Alum Assn;Phi Delta Theta; AIER;
Guided Portfolio Manager
Single Manager Hedge Fund Certification
Retirement Plans Specialist

Licenses
Series 3, 7, 63 & 65 Licensed, 1986 NYSE, Life, Health, Annuity,LTC


Registered States:
AR, CA, DE, FL, GA, IL, KY, LA, MS, NC, OH, OK, SC, TN, TX, VA

Nikolas Scott Jefferson

501-221-5193

email



Professional Experience
UBS Financial Financial Advisor, 2009-present
Smith Barney Financial Associate, 2007-2009

Education
B.S. Finance, University of Arkansas at Little Rock, 2007

Licenses
Series 7, 66, 31, Life, Health, Annuity, and Managed Futures

Associations
Big Brothers Big Sisters of Central Arkansas Phi Delta Theta