Jeffery Eynetich has been an investment adviser representative at Plan Group Financial since January 2023, and is not listed among the firm’s executive officers or direct owners.
Plan Group Financial, Inc. is an Oklahoma City, OK firm with $690M under management, 1,221 clients and 17 advisers across 9 offices, as of its October 2026 filing.
Jeffery Eynetich’s longest registration is the current one, 6 years at Plan Group Financial since 2020. Before joining Plan Group Financial in 2023, Jeffery Eynetich was registered through Principal Securities, Inc.
- Principal Securities, Inc.– · 1 yearGrand Island, NE · Adviser representative · Firm CRD 1137
Investment adviser representative registrations
Jeffery Eynetich is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in January 2023.
- NebraskaSince 25 January 2023
- OklahomaSince 26 January 2023
- TexasResidentSince 13 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 22 December 2015 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 November 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffery Allen Eynetich
- CRD
- 6570095
- Firm
- Plan Group Financial · CRD 116508
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2015
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jeffery Eynetich work?
Jeffery Eynetich is an investment adviser representative registered through Plan Group Financial, Inc. since January 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffery Eynetich a financial advisor?
Yes. Jeffery Eynetich has a current investment-adviser registration in Nebraska, Oklahoma and Texas, through Plan Group Financial since January 2023.
How many years of experience does Jeffery Eynetich have?
Jeffery Eynetich has 10 years in the financial industry, since November 2015, across 2 adviser firms.
What exams has Jeffery Eynetich passed?
Jeffery Eynetich has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in November 2015. FINRA credited Jeffery Eynetich with the SIE, which began in October 2018.
Where did Jeffery Eynetich work before Plan Group Financial?
Before Plan Group Financial, Jeffery Eynetich was registered through Principal Securities, Inc., March 2019 to October 2020.
Is Jeffery Eynetich registered with FINRA?
Yes. Jeffery Eynetich has a current broker registration, under CRD 6570095.
Source: FINRA BrokerCheck
How can I verify Jeffery Eynetich’s record?
Search CRD 6570095 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffery Eynetich’s full registration record.