Jeffrey Savois has been an investment adviser representative at Diamond Client Group since March 2023, and is not listed among the firm’s executive officers or direct owners. Jeffrey Savois holds a B.S. in Finance from Louisiana State University.
Diamond Client Group, LLC is a The Woodlands, TX firm with $186M under management, 436 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Jeffrey Savois is part of Diamond Client Group, LLC. He began his career as a Financial Advisor in 2007 with MetLife in New Orleans, LA, and stayed on after MassMutual acquired MetLife in 2016, until March 2023. He moved to Diamond Client Group to grow his practice and specialize in serving high net worth families and business owners.
Jeffrey Savois’ longest registration was 6 years at Msi Financial Services, Inc. (2011–2017). Before joining Diamond Client Group in 2023, Jeffrey Savois was registered through MML Investors Services, LLC and Msi Financial Services, Inc.
- Diamond Client Group, LLCCurrent– present · 3 yearsThe Woodlands, TX · Adviser representative · Firm CRD 310570
- MML Investors Services, LLC– · 5 yearsHouston, TX · Adviser representative · Firm CRD 10409
- Msi Financial Services, Inc.– · 6 yearsHouston, TX · Adviser representative · Firm CRD 14251
- Metlife Securities Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 14251
Professional designations
Listed by Diamond Client Group
- RICP
- LUTCF
- CLTC
Investment adviser representative registrations
Jeffrey Savois is registered as an investment adviser representative in 2 states. Each was approved in March 2023.
- LouisianaSince 12 March 2023
- TexasSince 12 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 23 December 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 February 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 16 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffrey James Savois
- CRD
- 5381571
- Firm
- Diamond Client Group · CRD 310570
- Office
- 9595 SIX PINES DRIVE, SUITE 6200, The Woodlands, TX 77380
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- diamondclientgroup.com
Where does Jeffrey Savois work?
Jeffrey Savois is an investment adviser representative registered through Diamond Client Group, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Jeffrey Savois a financial advisor?
Yes. Jeffrey Savois has a current investment-adviser registration in Louisiana and Texas, through Diamond Client Group since March 2023.
How many years of experience does Jeffrey Savois have?
Jeffrey Savois has 19 years in the financial industry, since August 2007, across 3 adviser firms.
What exams has Jeffrey Savois passed?
Jeffrey Savois has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 2007. FINRA credited Jeffrey Savois with the SIE, which began in October 2018.
Where did Jeffrey Savois work before Diamond Client Group?
Before Diamond Client Group, Jeffrey Savois was registered through Msi Financial Services, Inc., March 2011 to March 2017; Metlife Securities Inc., September 2007 to March 2009.
Where is Jeffrey Savois based?
Jeffrey Savois’ registered office is in The Woodlands, TX.
Is Jeffrey Savois registered with FINRA?
Yes. Jeffrey Savois has a current broker registration, under CRD 5381571.
Source: FINRA BrokerCheck
How can I verify Jeffrey Savois’ record?
Search CRD 5381571 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Savois’ full registration record.
