Director of Wealth Strategies · David Vaughan Investments, LLC
Jeffrey J. Huizenga
CRD 2409162 · Named on Form ADV at one SEC-registered adviser
At a glance
David Vaughan Investments, LLC, an SEC-registered wealth manager based in Peoria, IL with $5.3 billion in regulatory assets, lists Jeffrey J. Huizenga on its Form ADV as Director of Wealth Strategies, a control person.
Firms and roles
- David Vaughan Investments, LLCDirector of Wealth StrategiesWealth manager · Peoria, IL · $5.3B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (19)
- Lawrence Williams IVElected Manager, Chairman, President & CEO, David Vaughan Investments, LLC
- David J. Vaughan JrElected Manager, David Vaughan Investments, LLC
- John V. McClureElected Manager, David Vaughan Investments, LLC
- Brian A. ChristensenElected Manager & SR Vice President & Chief Investment Officer, David Vaughan Investments, LLC
- Patrick J. SmarjesseSenior Vice President of Relationship Management, David Vaughan Investments, LLC
14 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.