Jeffrey David Seuferling
Investment Adviser Representative at Trilogy Capital, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey David Seuferling is an investment adviser representative with Trilogy Capital, Inc. in Corona, CA, where they have been registered since 2015. They have worked in the securities industry since 1997 and have been registered with 3 firms, including LPL Financial LLC and National Planning Corporation ("NPC of America" in FL & NY). They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
13 states and territories
Arizona, California, Colorado, Kansas, Maryland, Missouri, Nevada, New Mexico, North Carolina, South Carolina, Texas, Virginia, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Trilogy Capital, IncNov 2015 – no end date reportedCorona, CA
- LPL Financial LLCNov 2017 – no end date reportedCorona, CA
- Trilogy Financial Services IncOct 1999 – no end date reportedCorona, CA
- National Planning CorporationOct 1999 – Nov 2017Corona, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Trilogy Capital, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,500 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth & Asset Management, Life Insurance, 401(k) & Retirement Planning, Saving for College, Social Security, Investment Strategies, Long-Term Care, Estate Planning Strategies, Retirement Transitions, Budgeting, Financial Coaching, and Personalized Financial Life Planning.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 73
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Irvine, CA
- SEC file number:
- 801-106922
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 23, 2026
View full firm profileOther advisors at Trilogy Capital, Inc.
Showing 12 of 73 in the directory
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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 Seuferling 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.
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