Jeffrey Brent Everett
Chief Investment Officer/Chief Compliance OfficerTalis Advisory Services, LLCCRD 4443268
About Jeffrey Brent Everett
Jeffrey Brent Everett is listed as Chief Investment Officer/Chief Compliance Officer at Talis Advisory Services, LLC in Richardson, TX. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Talis Advisory Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Brent Everett work?
Jeffrey Brent Everett is listed as Chief Investment Officer/Chief Compliance Officer at Talis Advisory Services, LLC on SEC Form ADV.
How much of Talis Advisory Services, LLC does Jeffrey Brent Everett own?
Form ADV reports a beneficial ownership band of 5-10%.
Talis Advisory Services, LLC
| Title | Chief Investment Officer/Chief Compliance Officer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2005 |