Investment adviser representative · Witnauer Sloan & Associates LLC
Jeffrey C. Sloan
CRD 2601797 · Scottsdale, AZ
At a glance
Jeffrey C. Sloan is an investment adviser representative with Witnauer Sloan & Associates LLC in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffrey’s SEC record dates to 2008, about 17 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Witnauer Sloan & Associates LLCSince December 2008Scottsdale, AZ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (17 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.