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Jeffrey David Link

Investment Adviser Representative at GUARDIAN WEALTH ADVISORS, LLC

Raleiegh, NCCRD #2739333Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/1996
Series 63
Uniform Securities Agent State Law Examination
Passed 6/10/1996
SIE
Securities Industry Essentials Examination
Passed 12/24/2015
Series 31
Futures Managed Funds Examination
Passed 11/30/2006
Series 7
General Securities Representative Examination
Passed 7/9/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Guardian Wealth Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GUARDIAN WEALTH ADVISORS, LLCCurrent
5/6/2020Raleiegh, NC
APTUS CAPITAL ADVISORS, LLC
2/8/20196/1/2020Raleigh, NC
GORDON ASSET MANAGEMENT, LLC
12/2/20152/7/2019Raleigh, NC
GUARDIAN CAPITAL ADVISORS, LLC
2/16/201012/2/2015Raleigh, NC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
10/22/20042/16/2010Raleigh, NC
POWELLJOHNSON
1/2/200411/1/2004Raleigh, NC
LEGG MASON WOOD WALKER INC
12/31/20011/13/2004Raleigh, NC

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey David Link has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey David Link - Financial Advisor in Raleiegh, NC | AdvisorFinder