AdFi
JE

Jeffrey Edward Dennison

Investment Adviser Representative at HBW Advisory Services LLC

Athens, ALCRD #5701934Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeffrey Edward Dennison is an investment adviser representative with HBW Advisory Services LLC in Athens, AL, where they have been registered since 2011. They have worked in the securities industry since 2009 and have been registered with 3 firms, including Cetera Wealth Services, LLC and HBW Securities LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Alabama

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/1/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 8/12/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/7/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/10/2009

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HBW Advisory Services LLCCurrent
8/16/2011 – Athens, AL
Cetera Wealth Services, LLC
6/26/2017 – 9/3/2025Athens, AL
HBW Securities LLC
8/11/2009 – 6/27/2017Madison, AL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. HBW Securities LLC
    Aug 2009 – Jun 2017Simi Valley, CA
  2. HBW Advisory Services LLC
    Jul 2010 – no end date reportedSimi Valley, CA
  3. BEST HOPE 4 US
    Oct 2015 – no end date reportedHarvest, AL
  4. JEFF Dennison
    Aug 2016 – Jun 2017Harvest, AL
  5. JEFF Dennison
    Sep 2016 – no end date reportedHarvest, AL
  6. HBW Partners
    Feb 2009 – no end date reportedHarvest, AL
  7. Cetera Wealth Services, LLC
    Jun 2017 – Aug 2025El Segundo, CA
  8. Goodwyn, Mills & Caywood
    Oct 2017 – Mar 2020Huntsville, AL
  9. Mullins, Inc
    Jun 2020 – Nov 2025Huntsville, AL
  10. Developmint Inc
    Feb 2023 – no end date reportedAthens, GA
  11. DOOR DASH
    Apr 2025 – Aug 2026Athens, AL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About HBW Advisory Services LLC

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

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 planning, retirement plan development, wealth management, investment risk analysis and mitigation, wealth preservation, generational wealth transfer, trusts, charitable giving, tax planning, estate planning, and personalized investment strategy including model portfolio diversification through style and sector weighting.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Wealth PlanningRetirement PlanningWealth ManagementInvestment Risk AnalysisEstate PlanningTax PlanningTrustsCharitable GivingGenerational Wealth TransferPortfolio Diversification

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
68
Offices listed on AdvisorFinder:
23
Main office:
Simi Valley, CA
SEC file number:
801-77333

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 17, 2026

View full firm profile

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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 Edward Dennison 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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