Jeffrey Sievers has been Owner of Unique Wealth since May 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Unique Wealth, LLC is a Tampa, FL firm with $966M under management, 846 clients and 12 advisers across 2 offices, as of its August 2026 filing.
- Unique Wealth, LLCCurrent– present · 5 yearsClearwater, FL · Adviser representative · Firm CRD 312462
Investment adviser representative registrations
Jeffrey Sievers is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Texas, in August 2025.
- FloridaSince 4 March 2021
- TexasSince 6 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 21 April 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 1 March 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 February 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jeffrey John Sievers
- CRD
- 3041857
- Firm
- Unique Wealth · CRD 312462
- Role
- Owner
- Office
- 311 Park Place Blvd N,, Suite 230, Clearwater, FL 33759
- Registration
- Investment adviser registration
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record
Where does Jeffrey Sievers work?
Jeffrey Sievers has been Owner of Unique Wealth, LLC since May 2022.
Is Jeffrey Sievers a financial advisor?
Yes. Jeffrey Sievers has a current investment-adviser registration in Florida and Texas, through Unique Wealth since March 2021.
How many years of experience does Jeffrey Sievers have?
Jeffrey Sievers has 26 years in the financial industry, since December 1999, across 1 adviser firm.
What exams has Jeffrey Sievers passed?
Jeffrey Sievers has passed 3 licensing exams: the Series 63, Series 6 and Series 7. The earliest, the Series 63, was passed in February 1999. FINRA credited Jeffrey Sievers with the SIE, which began in October 2018.
Where is Jeffrey Sievers based?
Jeffrey Sievers’ registered office is in Clearwater, FL.
Is Jeffrey Sievers registered with FINRA?
No. Jeffrey Sievers has no current broker registration.
How can I verify Jeffrey Sievers’ record?
Search CRD 3041857 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Sievers’ full registration record.