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Jeffrey Cardwell

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