Jeffrey Hall has been an investment adviser representative at Avalan since May 2018, and is not listed among the firm’s executive officers or direct owners.
Avalan, LLC is a Santa Barbara, CA firm with $622M under management, 319 clients and 11 advisers across 3 offices, as of its March 2026 filing.
Investment adviser representative registrations
Jeffrey Hall is registered as an investment adviser representative in California, since May 2018.
- CaliforniaSince 7 May 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey Charles Hall
- CRD
- 6940918
- Firm
- Avalan · CRD 156109
- Office
- 233 E CARILLO, SUITE B, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Hall work?
Jeffrey Hall is an investment adviser representative registered through Avalan, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Hall a financial advisor?
Yes. Jeffrey Hall has a current investment-adviser registration in California, through Avalan since May 2018.
How many years of experience does Jeffrey Hall have?
Jeffrey Hall has 8 years in the financial industry, since May 2018, across 1 adviser firm.
What exams has Jeffrey Hall passed?
Jeffrey Hall passed the Series 65 in May 2018.
Where is Jeffrey Hall based?
Jeffrey Hall’s registered office is in Santa Barbara, CA.
Is Jeffrey Hall registered with FINRA?
No. Jeffrey Hall has no current broker registration.
How can I verify Jeffrey Hall’s record?
Search CRD 6940918 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Hall’s full registration record.