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Michael Jeff

Investment adviser representative at Latitude Advisors in Flushing, NY

Investment adviser and broker registrationsUpdated

Michael Jeff is an investment adviser representative at Latitude Advisors, LLC, an investment adviser managing $567M, and works from its Flushing, NY office. Michael Jeff has been registered through Latitude Advisors since 19 August 2021, has 27 years in the industry across 1 firm and has passed the Series 63 and Series 6.

27
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Michael Jeff has been an investment adviser representative at Latitude Advisors since August 2021, and is not listed among the firm’s executive officers or direct owners.

Latitude Advisors, LLC is a firm with $567M under management, 1,590 clients and 65 advisers across 26 offices, as of its April 2026 filing.

  1. – present · 5 years
    Flushing, NY · Adviser representative · Firm CRD 151001

Credentials and registrations

Investment adviser representative registrations

Michael Jeff is registered as an investment adviser representative in New York, since August 2021.

  • New YorkSince 19 August 2021

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 62 February 1998
Name
Investment Company Products/Variable Contracts Representative Examination
Series 6329 December 1997
Name
Uniform Securities Agent State Law Examination

Key facts

CRD
2951544
Firm
Latitude Advisors · CRD 151001
Office
75-17 147th St, Flushing, NY 11367
Registration
Investment adviser and broker registrations
In the industry since
January 1999
Disciplinary history
Not yet shown here · SEC record · BrokerCheck

Common questions

Where does Michael Jeff work?

Michael Jeff is an investment adviser representative registered through Latitude Advisors, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Michael Jeff a financial advisor?

Yes. Michael Jeff has a current investment-adviser registration in New York, through Latitude Advisors since August 2021.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Michael Jeff have?

Michael Jeff has 27 years in the financial industry, since January 1999, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Michael Jeff passed?

Michael Jeff has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in December 1997. FINRA credited Michael Jeff with the SIE, which began in October 2018.

Source: IAPD individual record, checked 24 October 2026

Where is Michael Jeff based?

Michael Jeff’s registered office is in Flushing, NY.

Source: IAPD individual record, checked 24 October 2026

Is Michael Jeff registered with FINRA?

Yes. Michael Jeff has a current broker registration, under CRD 2951544.

Source: FINRA BrokerCheck

How can I verify Michael Jeff’s record?

Search CRD 2951544 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Jeff’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Latitude Advisors

Sources

  1. IAPD individual record, CRD 2951544, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Latitude Advisors, LLC, filed 22 April 2026. Executive officers and direct owners; this person is not among them.