Jeffrey Cardwell
Financial Advisor, Managing Partner
Jeff is originally from Illinois where he graduated from North Central College in 1983 and studied internationally. He immediately began his financial planning career and in 1988 relocated to Houston, Texas. Jeff has been the managing partner of Duffy Cardwell Clark and Clarke since 1990.
Jeff has earned the Certified Private Wealth Advisor ®, CWPA ® designation, is licensed in 26 states and holds the following:
Series 7 - General Securities Representative
Series 24 - General Securities Principal Qualification
Series 53 - Municipal Securities Principal Qualification
Series 63 - Uniform Securities Agent State Law
SIE - Securities Industry Essentials
Insurance and Variable Annuities
Investment Advisor Representative
Member Financial Planning Association